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Our client in the financial industry based in Port Elizabeth is looking to add an experienced Sales Representative to their team.
An awesome career opportunity awaits.
Requirements:
Minimum Grade 12 qualification.At least 3 years of work experience in direct marketing (marketing within the financial services sector will be an added advantage).Tertiary qualification in Marketing.Minimum 2 years of direct sales experience.Sales within the financial services sector will be an added advantage (attach proof of sales results for the past 2 years and must be verifiable).
Responsibilities:
Source new clients by means of one-to-one marketing.Create brand awareness.Meet monthly targets.Host promotional events.Support the marketing manager in delivering agreed activities.Complete all relevant administrative tasks.Weekly feedback to management.
The position requires the following:
Must be able to work in Port Elizabeth and must be familiar with the Port Elizabeth community.Existing network of contacts will be advantageous.Excellent interpersonal and communication skills.Good administrative skills.Must be fluent in Afrikaans and English.Meticulous attention to detail and commitment to a high standard of work.Ability to work independently in a high-pressure environment.Ability to plan effectively with operational thoroughness.Maintaining and communicating weekly planner and daily activities completed and outcome and/or actions to follow up on.Computer literate.Valid driver’s license and reliable own vehicle.Own cellphone.Must be available after office hours, weekends and public holidays for promotional work when required.Must be able to travel.
Please note should you not receive a response within two weeks of applying please consider your application unsuccessful.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xMjMzNzU3MjM2P3NvdXJjZT1ndW10cmVl&jid=1486912&xid=1233757236
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Our client in the Financial Services industry is seeking an experienced, seasoned and mature Paraplanner to join their dynamic team in Port Elizabeth.
Requirements:
Relevant Insurance qualification preferable.FAIS Regulatory Exam (RE5).At least 5-7 years relevant experience.Computer literate.Very well-presented and professional.Very well-spoken/excellent communication skills.Exceptional writing skills/ability to communicate professionally via email.Strong organizational skills and attention to detail.
Responsibilities:
Attending client meetings with Financial Planners as required.Supporting the Financial Planner(s) in research and analysis to meet Client needs and objectives.The technical aspects of preparing for Client meetings, including:
Researching products to support recommendations.Compiling financial planning recommendations and suitability reports.Recording of client data.
Supporting the Financial Planner(s) in preparing Client financial plans and suitability reports.
Solutions – construction of financial planning solutions (investment, retirement, tax and estate planning).Reviews – preparation of client reviews, investment performance reviews and production of supporting reports, discussion documents.
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
Managing the research and analysis of financial products to meet Client requirements.Managing the presentation of technical data to the Financial Planner(s).Managing the preparation of Client Financial Plans and Suitability Reports.FSCA related and other regulatory issues.Any changes to the FSCA rules.Promoting the profile of the business within the profession and wider communities.Relationship Building- liaison with clients by telephone, letter, email and attending meetings when required.Continuous professional development to meet regulatory requirements and personal development needs.Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.Assisting the Financial Planner(s) with Client presentations and any other activities as agreed.Overseeing the provision of administration functions to meet regulatory compliance requirements.Individual workflow and task delivery within deadlines provided.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MTkyNjgwNzc/c291cmNlPWd1bXRyZWU=&jid=1475914&xid=419268077
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Wealth Manager - Port Elizabeth Job Title Wealth ManagerDLocation Port ElizabethEmployment PermanentPosition in the organisation Reports to:PE Branch Administration Manager.Job objective The Wealth Manager is responsible for:• Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;• Support to Wealth Planners in terms of generating new business and preparing proposals to new and existing clientsDuties:1. Client Portfolio Reviews1.1 Research performance of client portfolios and prepare Reviews in accordance with company policy and standards;1.2 Conduct Client Reviews and ensure that Review Reports are submitted in accordance with company policy;2. Servicing of Existing Clients2.1 Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market trends, investment performance, benchmarks, insured values, etc.;2.2 Process and implement instructions from clients i.r.o.: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers;2.3 Attend to and resolve clients’ concerns, queries, requests and complaints regarding their portfolios;2.4 Opening of CCM Accounts and authorisation of payments;2.5 Assist Clients in general Tax matters as well as obtaining Tax certificates, etc.;2.6 Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor.2.7 Ensure that the principles of the TCF Policy are applied in all interactions with clients.3. Generating New Business 3.1 Pro-actively identify new business opportunities and market the range of services and products offered by the EFG;3.2 Compilation of proposals for, and Implementation of instructions from clients4. Leadership & Support to Wealth Team 4.1 Mentoring and Supervision of Junior Wealth Managers to ensure Supervision and other legal compliance requirements4.2 Identify training requirements of Wealth Team and ensure training is conducted4.3 Quality control of work outputs of Wealth Managers to ensure high standards of client service and portfolio management4.4 Liaison with Service Providers to resolve problems in client service5. General Administration5.1 Recording of all client interaction upon completion of such interaction;5.2 Maintain and update client records and database including static data;5.3 Ensure compliance with FICA and FAIS legislation;Job Evaluation Criteria’s Formal Education:• BCom• Post Graduation Diploma in Financial Planning• CFP accreditation would be advantageous• RE Examinations completedExperience:• 5 years in a Wealth Management roleCore Requirements:Must be able to travel to meet with clientsMust have own reliable transportMust be able to communicate professionally in Afrikaans & EnglishCompetencies:Knowledge:• Proficient in Microsoft Office (Word, Exel, Powerpoint, Outlook, Teams etc.)• Experience in Wealth Planning & Wealth Managers systems would be advantageous (i.e. Xplan
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMjY2XzUzNzc4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1202098&xid=1266_53778
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Purpose: To verify that production line delivery aligns with minimum stock targets and logistics costsMinimum Requirements: National Diploma or degree in Logistics or related fieldExperience in production in an industrial environment2 Years experience in material planning or related roleSkills and Competencies: AnalyticalMicrosoft proficiencyGood communication skillsResponsibilities: Build up the Procurement Program by dividing and levelling piece procurementsFollow up the Procurement Program realization by managing alert systems and follow the unloading, receipt and transportation of piecesFollow supplier delivery performance (supplier Misdeliveries Per Million) and the service of logistics partners and propose appropriate improvement action plansAchieve the transportation program on a monthly basis and the transportation scheme semi-annually.Direct packaging managementEnsure that logistics conventions comply with purchasing objectives and support conditions set by suppliers for procurement and packaging and by logistics partners for transport and servicesVerify that Sales and Production Plan (PIC) capacity requirements can be supported by suppliers and implement corrective actions when necessaryPerforms the role of stand- in PC&L engineering change co-ordinatorGovernance: As an employee, you are also required to :Secure internal control with the support of financial controller and finance networkAbide by the companys Code of Ethics.The code is summarised as below:Respect for fundamental rightsDevelopment of economic and social dialogueDevelopment of skillsEthics and business conduct
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzYzMDczX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1221999&xid=1108_63073
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Job Description: The role requires a talented and driven investment advisory professional whom is responsible for the securing of new high and ultra-high net wealth clients for the Company through signed the clients lump sum investments to the companys suite of local and offshore Personal Share Portfolio (PSP) and Fund investment products, as well as offering ancillary value add products such as free will service and High Interest Call Account (HICA) to these clients.The Wealth Specialist must be able to prospect and source private clients through established Professional and Lifestyle Networks, as well as through direct business thereby increasing the Assets Under Management (AUM) thus establishing and growing the Wealth Specialists client book. These Networks are the focus of new private client business acquisition lead and client source will be particularly successful in their attainment of AUM in the companys target and performance driven environment.Responsibilities: Acquisition of new private clients and their lump sum investments and fund products resulting in an increase in FUM.Creation of a pipeline of producing new business and Professional Networks as well as through direct and organic business.Servicing of existing private clients in line with high standards of servicing in the Private Wealth industry.Compliance in terms of the regulatory status with the FSB, as well as ensuring any and all client documentation, in particular Records of Advice, are fully compliant and embody the maxim of Treating Customers Fairly.Skills required: Strong and fundamental understanding and knowledge of Financial Markets, Securities and Financial Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments as well as local and Foreign Investment Schemes.A good understanding of local and global economic fundamentals.A good understanding of the various client needs and risk profile analysis tools and approaches used to meet clients varying financial objectives.Rapid learning ability to understand and grasp the business model and the products and services offered within the Group.Awareness and cognisance of competitor activities and offerings.A honed sales technique allowing for the Wealth Specialist to interact, sell and develop a personal relationship with a mature demographic of high and ultra-high net wealth private clients.Computer literate and technologically savvy.Requirements and Qualifications: Valid drivers license.Matric.Recognised tertiary qualification in a finance related field such as a BCom, BBusSc or a wealth management/investment management qualification.A completed Postgraduate Diploma in Financial Planning would be advantageous. An in-progress completion of the above will also be considered advantageous.Written and passed the Representative (RES) exam and are currently on an FSPs license as a Represent
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzU1NjcwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1204643&xid=1108_55670
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