161 Banking Products jobs in South Africa

Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products).

To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the company's Partner. Afrikaans first language preferred.

A wonderful career opportunity awaits you.

Requirements:

• Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent, etc.
• Ability to function at a strategic level whilst fulfilling operational responsibilities.
• Meet the FAIS honesty, integrity, and good standing requirements.
• Meet the FAIS minimum experience requirements in respect of long-term insurance products.
• Must not have been declared insolvent or provisionally insolvent.
• Excellent communication skills, verbal and written.
• Excellent negotiation and persuasion skills.
• Client-oriented, with strong interpersonal skills and able to take the initiative (self-starter).
• Emotional resilience.
• Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
• Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
• Have completed relevant class of business and product-specific training.
• FAIS compliant (continuous professional development).
• Completed supervision for long-term insurance categories.
• Fully computer literate, xPlan experience advantageous.

Responsibilities and expectations but not limited to:

• Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners' practice.
• Prepare comprehensive advice documents (proposals, comparisons, and quotations) for presentation to clients.
• Provide specialist advice in respect of Life Insurance (Death, Disability, and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance.
• Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
• Review clients' cover according to internal business procedures, or if client circumstances change.
• Acquire short-term insurance leads from the company’s financial planning partners.
• On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short-term insurance schedules to the STI tele-advisor for capture prior to the appointment.
• Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
• Maintain and develop client relationships.
• Support and contribute to company initiatives to communicate to, educate, and engage clients in order to better meet their needs.
• Monitor and report on the success and implementation of client and partner-focused initiatives.
• Adhere to the culture and principles of TCF – treating customers fairly.
• Comply with Group and Industry regulatory requirements.

Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

Monthly

Our client in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor (Risk Products).

To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred.

A wonderful career opportunity awaits you.

Requirements:

1. Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent, etc.
2. Ability to function at a strategic level whilst fulfilling operational responsibilities.
3. Meet the FAIS honesty, integrity, and good standing requirements.
4. Meet the FAIS minimum experience requirements in respect of long-term insurance products.
5. Must not have been declared insolvent or provisionally insolvent.
6. Excellent communication skills, verbal and written.
7. Excellent negotiation and persuasion skills.
8. Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
9. Emotional resilience.
10. Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments preferable).
11. Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
12. Have completed relevant class of business and product specific training.
13. FAIS compliant (continuous professional development).
14. Completed supervision for long-term insurance categories.
15. Fully computer literate, xPlan experience advantageous.

1. Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice.
2. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients.
3. Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance.
4. Implement the agreed solution for clients and manage underwriting and other onboarding requirements.
5. Review clients cover according to internal business procedures, or if client circumstances change.
6. Acquire short term insurance leads from the company’s financial planning partners.
7. On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
8. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of the appointment.
9. Maintain and develop client relationships.
10. Support and contribute to company initiatives to communicate to, educate and engage clients in order to better meet their needs.
11. Monitor and report on the success and implementation of client and partner focused initiatives.
12. Adhere to the culture and principles of TCF – treating customers fairly.
13. Comply with Group and Industry regulatory requirements.

Monthly

Join to apply for the Financial Advisor – Health Products Specialist, Centurion role at Platinum Talent ZA

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Platinum Talent is seeking multiple dedicated Financial Advisors specializing in health products for our client with their head office in Centurion, Gauteng.

In this role, you will acquire, retain, and grow a client base by offering expert financial planning tailored to health-related solutions.

Your primary responsibility will be to provide exceptional client experiences across diverse market segments, including middle-income, affluent, professional, and business clients.

• At least 1 year of experience in the financial services industry.
• Matric or equivalent qualification.
• Compliance with FAIS requirements based on the date of first appointment (DOFA):
  • Relevant Class of Business Certificates completed within 1 year of DOFA.
  • RE 5 certification completed within 2 years of DOFA.
  • FSCA-approved qualification obtained within 6 years of DOFA.

• Initial basic salary
• Access to quality leads and a well-supported infrastructure.
• Administrative assistance to ensure focus on client engagement.
• A lucrative and rewarding remuneration structure.
• A supportive and dynamic work environment.
• An opportunity to make a meaningful impact by providing expert financial advice and health solutions.

• Entry level

• Full-time

• Finance and Sales

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We have an exciting role as Financial Services Coordinatorto provide support to the Account Managers in the Financial Services team, to ensure effectiveness & efficiency of the relevant Business Operations and accurate reporting on the financial performance within Financial Services.

We are a fully in-office team. The position is based at our Support Centre in Kuils River, Cape Town.

1. Financial management and budget administration
   • Process invoices and payments
   • Recon invoices and payments to budget
   • Identify income and savings expenses and opportunity
   • Report on monthly variance report
   • Process accruals and journals
2. Ensure timely and accurate reporting of performance metrics and SLA’s to management
   • Management report input
   • Canvasser activities
   • Relevant reporting (evaluate regularly)
   • Cross check data to confirm accuracy
   • Identify (and implement) areas for efficiencies or improvement in reporting (including automation)
   • Timeous reporting
3. Stock planning and control
   • Implement push and pull strategies for Aplus and Gift Cards
   • Maintenance of stationery items
4. Ensuring compliance of internal and external processes
   • Managing NCR renewal and NSO process
   • Management of active store list with Credico
   • Custodian of process and controls for issuing vouchers and gift cards to the business (other than stores)
5. Manage communication
   • Ensuring alignment in Fin Serv Team with the rest of the business including stores
6. Adhoc project management /co-ordination /administration
   • Provide support for any projects or initiatives both planned or underway

Essential:

• Degree or National Diploma in Finance or equivalent.

Preferred :

• Preference will be given to a newly qualified article clerk or likewise in a Finance and/or Accounting function.

Experience:

Essential:

• 3 - 5 years relevant experience in a large corporate company or in the retail/financial/commercial industry.

Preferred :

• Previous experience in cost management accounting and budgets

Skills required:

• Solid level of Numerical ability – analysis and reporting.
• Be able to work independently but remain part of a team.
• Microsoft Packages, especially Excel – Intermediate level for PowerPoint and Word
• Analysis of financial figures
• Attention to detail and accuracy
• Assertiveness
• Strong problem-solving skills
• Logical – motivated by building practical and sustainable solutions
• Solutions-oriented, can-do attitude, self-motivated
• Ability to prioritise
• Ability to work at appropriate levels of detail across operational, tactical projects.
• Strong relationship skills

Job Related Knowledge:

• Acquainted in the dealing with Financial Institutions and Products
• Knowledge of sales and marketing principles.
• Understanding of the retail environment

Overview:

The purpose of this position is to tend to the administration of the financial planning services the business provides.

Minimum Requirements:

• Senior Certificate - High School Matric (Grade 12)
• Valid SA Driver’s License
• Own Reliable Vehicle (essential)
• Proficient in Microsoft Word and Office and other related software
• Excellent telephone etiquette
• Previous experience in the Financial Services industry (advantageous)
• RE5 certificate (advantageous)

Responsibilities:

• Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
• Responsible for drafting and submitting investment and life assurance application forms,
• Assist clients with the signing of forms,
• Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
• Timeously tend to all client queries
• Making and answering phone calls.
• Be courteous with all clients and develop a good relationship with clients.
• Photocopying, printing & binding of documents, when required,
• Filing & scanning, when required,
• Send quarterly reports, when required,
• Send clients’ tax certificates, when required.

Competencies:

• Must show good initiative and be willing to do necessary research for better understanding where necessary
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Become knowledgeable about the financial assets and products that our clients utilise