An opportunity exists at the East London office.

• ➢ Support the wealth manager with all para - planning and financial planning duties regarding the clients of the wealth manager.
• ➢ Gathering all financial and investment information from clients and service providers and prepare a full financial and investment plan.
• ➢ Attend client meetings, draw up meeting notes and keep the client informed regarding implementation progress of decisions taken.
• ➢ Play an active role in client review process to update information and prepare documentation for the meetings.
• ➢ Assist with relationship manager duties including submitting new investment plans, assist with the estate planning process whilst following a rigorous workflow process.
• ➢ Prepared to travel.

• ➢ B. Com, LL B or similar qualification OR Hons degree and/or Post Graduate diploma in financial planning; and
• ➢ Computer literacy in Excel, Word and Office.
• ➢ Estate planning knowledge would be an advantage.

• ➢ Clear and concise communication skills; verbal, writing and telephone;
• ➢ Self-motivated;
• ➢ Attention to detail;
• ➢ Works accurately and independently;
• ➢ Must be financially literate; and Client centric.

At least five years financial planning experience.
A total cost to company market related salary (including benefits) is offered.
Those that meet the above-mentioned requirements, and/or have other proven relevant skills or qualifications, should submit a full cover letter, detailed CV and any other relevant documentation, for the attention of Karin Smit, via e-mail to [email protected].

Please note that the Verso Group may delete or expire jobs at any time.

1.DESCRIPTION OF POSITION:
An opportunity exists to express your passion for exceptional service in pension administration.


2.MAIN ACTIVITIES:

• ➢ Identifying/ receiving monthly contributions
• ➢ Processing monthly reconciliations
• ➢ Updating member data
• ➢ Processing claims (withdrawal, retirement, divorce, death, funeral, disability, dread disease)
• ➢ Resolution of member queries
• ➢ Preparing investment documents
• ➢ Apply Section 13A protocols
• ➢ Processing Section 14 transfers-in
• ➢ Processing individual transfers-in
• ➢ Producing management / trustee reports
• ➢ Assisting with the preparation of benefit statement documents & checking samples
• ➢ Assisting with the audit preparations.
• ➢ Loading daily prices and monthly returns
• ➢ Asset / Liability Matching
• ➢ Processing investment mandate switches
• ➢ Fund maintenance

3.QUALIFICATIONS:
Matric with strong accounting and mathematical abilities; and
BA/ Diploma or equivalent will be an advantage.

4.SKILLS REQUIRED:
Good verbal and written communication skills in english & afrikaans.
Understanding of accounting principles.
Articulate presentation and professionalism.
Organised and good time management skills.
Client service orientated.
Attention to detail/accuracy.
Positive attitude and open to change.
Proactive – uses initiative (Self-starter - able to self-motivate).
Must be able to work independently and under pressure.
Strong work ethic.

5.TECHNICAL KNOWLEDGE:
Strong knowledge of administration principles; and
A good understanding of the Employee Benefits industry will be beneficial.

6.TECHNOLOGY:
Practical experience on Microsoft office (outlook, word, excel).

7.WORKING EXPERIENCE:
Previous administration experience (employee benefits industry will be an advantage).
Contactable references.

8.REMUNERATION:
A total cost to company market related salary (including benefits) is offered.

9.TO APPLY:
Those that meet the above-mentioned requirements, and/or have other proven relevant skills or qualifications, should submit a full cover letter, detailed CV and any other relevant documentation, for the attention of Karin Smit, via e-mail to [email protected] no later than 20 December 2020.

1.DESCRIPTION OF POSITION:
An exciting opportunity exists to express your passion for exceptional service in the provision of building and maintaining relationship with clients.

2.MAIN ACTIVITIES:
To take responsibility for the building and maintenance of relationships with existing companies as well as sourcing of new business via corporate and individual markets.

•NEW BUSINESS:
To obtain new clients within both the corporate and individual environment and meeting sales targets set.

•OTHER:
Contacting all new leads within 12 hours.
Provide client with feedback.
Resolving client queries.
Gap cover and medical aid scheme sales.
Providing support to clients/members.
Providing advice and quotations.
General administration on CRM.



3.QUALIFICATIONS:
Matric or equivalent.
FAIS compliant, i.e. 120 FAIS credits, RE Exams – Representative.

4.SKILLS REQUIRED:
Excellent verbal and written communication skills. Sales orientated.
Articulate presentation and professionalism.
Fluent in English, Zulu, Xhosa, Sotho, Afrikaans
Presentable voice and confident telephone use.
Client service orientated.
Attention to detail/accuracy.
Organized and assertive.
Time management skills.
Proactive – uses initiative (Self-starter - able to self-motivate).
Must be able to work independently and under pressure.
Strong work ethic.
Must have empathy and be able to listen to clients.
Be a team player.

5.TECHNICAL KNOWLEDGE:
Broker accreditation is to be obtained from each Product House the Company is accredited with. A good understanding of the knowledge of medical scheme industry – corporate and individual clients. Comply with CMS regulations.

6.TECHNOLOGY:
Extensive practical experience on Microsoft Office (Outlook, Word, Excel, PowerPoint). Own reliable transport with valid code B (8) driver’s license.

7.WORKING EXPERIENCE:
Minimum 3 - 5 years relevant industry related experience..

8.REMUNERATION:
A market related commission structure and other benefits are offered.

9.TO APPLY:
Those that meet the above-mentioned requirements, and/or have other proven relevant skills or qualifications, should submit a full cover letter, detailed CV and any other relevant documentation, for the attention of Karin Smit, via e-mail to [email protected] no later than 20 January 2021.