Job Region: Western Cape

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

Revenue generation (Single and recurring premiums)
Activity quotas
Promote the Sanlam brand
Treating customers fairly to be applied to all client engagements
Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

Face to face interactions, social or business, to create business opportunities.
Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
Turning trusted relationships into business relationships.
Strengthening existing relationships by increasing the current service.
Use existing sources to establish opportunities across Sanlam businesses.
Personalised client value propositions.
Marketing on social media.
Undertake selected client focused activities to generate leads and informal prospecting opportunities.
Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
Structuring and implementing focused campaigns with new or existing clients in the defined market.
Requesting active and ongoing leads and referrals from others.
Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
Provide sound personal financial planning advice.
Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
Use relevant processes and system tools to capture analysis information and update records accordingly.
Review client portfolio annually by undertaking the above steps.

Client Service

Ensure all client interactions are ethical, courteous and professional.
Follow-up or refer all existing business queries to be resolved timeously through support.
Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

Number and profile of contacts, appointments, consultations.
Issued business and revenue against targets.
Update client details on records.
Appropriate workflow and activity monitor system entries.

Qualification and Experience

Grade 12
Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and recommendations

Personal Attributes

Communicates effectively – Contributing independently
Tech savvy – Contributing independently
Action orientated – Contributing independently
Interpersonal savvy – Contributing independently
Persuades – Contributing independently

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JOB DESCRIPTION

A Maintenance Engineer is responsible for all maintenance issues within the hotel to deliver an excellent Guest and Member experience while performing daily checks, repairing equipment, and coordinating renovation projects.

What will I be doing?

As a Maintenance Engineer, you will be responsible for all maintenance issues within the hotel, daily, maintenance checks, and repairing mechanical equipment to deliver an excellent Guest and Member experience. An Assistant Chief Engineer will also be required to coordinate renovation projects and develop emergency programs. Specifically, you will be responsible for performing the following tasks to the highest standards:

Responsible for maintenance issues within the hotel
Perform daily checks around the hotel
Conduct lift emergency release procedures as required
Diagnose, maintain, and repair mechanical equipment within the hotel
Ensure good relationships are built with internal and external customers
Maintenance of all hotel fixtures and fittings to ensure they are in safe condition and take action when any unsafe situations arise
Develop, implement, and direct all emergency programs
Develop, implement and manage energy conservation programs for the property to minimize expenses
Coordinate renovation bidding, define the cost and scope of the project, and oversee the general contractor and subcontractors to ensure quality work is performed cost effectively
Perform special projects and other responsibilities as assigned
Responsible for the health and safety of the hotel
Ensure monthly safety inspections take place and employees are trained accordingly

What are we looking for?

A Maintenance Engineer serving Hilton brands is always working on behalf of our Guests and working with other Team Members. To successfully fill this role, you should maintain the attitude, behaviours, skills, and values that follow:

Advanced knowledge of building management/engineering
Positive attitude
Good communication skills
Committed to delivering a high level of customer service
Excellent grooming standards
Flexibility to respond to a range of different work situations
Ability to work under pressure
Ability to work on their own
Previous experience in a management role

It would be advantageous in this position for you to demonstrate the following capabilities and distinctions:

First Aid
Vocational training in engineering or similar field

Apply via company website ( N / A ) or

.com

 

Description

Demonstrate passion for children and their parents / carers
Clinical competence and strong quality patient care orientation
BLS competent
Supervise and orientate junior staff members and students
Perform teaching rounds with junior staff members and students
Ability to work independently
Competently administer oral, intramuscular and intravenous medication
Competent in infant, toddler and child physical assessment
Assist the pediatricians during ward rounds
Perform wound care and writing care plans
Delegating tasks effectively
Providing health education to parents and patients
High energy levels and tolerance for stress
Management, Planning and Organizing skills
Problem analysis/solving skills, accurate record keeping and detail orientated
Adaptable and able to work effectively within a team
Liaison between patients, doctors and personnel
 Excellent interpersonal and communication skills at all levels
Ability to advocate for patience
Shift work compulsory
Work overtime when required
Ad hoc duties

Requirements

Current Registration with SANC as a Registered Nurse
Minimum 3 years’ experience as a Registered Nurse in a similar environment
Experience in a Private Hospital setting
Post Basic Qualification in Midwifery or Paediatric Nursing will be advantageous

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Apply via company website ( https://www.melomed.co.za ) or

 

PURPOSE OF JOB

Being responsible for producing financial statements, NAV Valuations and management accounts for an allocated portfolio of clients within the Fund Accounting team in accordance with the most relevant accounting standards and client driven requirements. Provides support to the Team Manager in managing the team resources (has direct reports), allocating tasks, reviewing payments as an authorised ‘’A’’ signatory and monitoring client service levels for reporting purposes.

MAIN RESPONSIBILITIES AND DUTIES

Manage, monitor and supervise allocated resources (Direct reports) within the team to ensure the financial statements, management accounts and other financial related information are produced within the set deadlines (regulatory & other) and agreed service delivery levels.
Allocate tasks and resources within the team and support the Manager to manage; coach and performance manage staff members to ensure that the team is functioning as a cohesive unit and achieving all the team deadlines.
Review and monitor works performed by other staff members to ensure constructive coaching and feedback can be provided. Assist team members, provide training to new members of staff when required and promote knowledge sharing within the team to ensure the team works as a cohesive unit.
Schedule and organise training of the team on accounting issues and new updates to accounting standards to ensure the quality levels within the team is maintained and no errors are repeated or made going forward.
Support any appointed 3rd party income tax consultants with financial info. Ensure timely submission and zero tolerance for missed deadlines.
Liaise with the client where appropriate to discuss financial statements/reports, resolve any issues or discuss fees.
Billing – monitor recoverability of time spent on each task undertaken, tailoring the approach to a specific job where possible to ensure minimal write off of time and maintaining divisional KPI’s. Liaison/discussion with Client Director as to time spent (incl reasons therefore) and possible margin improvement going forward. Where applicable approve fee notes produced by assistant accounts officers. Prepare fee quotes for onward sign off by Manager.
Monitoring of service levels in accordance with SLA’s and KPI’s & preparation of monthly reporting and other admin team functions.
Actively and continually manage, identify and report high risk areas and gaps within the allocated Clients processes to ensure the identification and escalation of risks.
To project manage the client audit process according to an agreed timetable to ensure all parties are delivering as agreed and the manager is kept informed of any obstacles and/or delays.
Continually build on service excellence and promote strong client relationships.
Quickly and diligently address client queries and questions ensuring resolution thereof. Ensure no queries or issues result in an error, breach (late filing/missing a regulatory deadline) or client dissatisfaction.
Establish relationships with new clients (for all new client mandates obtained) and maintain if not enhance the level of service. Build relationship and report with colleagues in the SA office and other jurisdictions and contribute to the overall cohesiveness of the Fund Admin business unit.
Schedule pre and post audit meetings to discuss audit planning, comments and recommendations as well as any post audit adjustments to be made to valuations to ensure the audit process is completed as per the timetable.
Actively participate in ensuring all processes and procedures are properly documented and adhered to within the allocated team to ensure no account errors occur and the team has latency in place.
Manage and investigate errors, complete the required JTC error reporting process and implement the required remedial action to ensure the error is not repeated.
Participate actively in projects, specifically risk reduction and efficiency gain projects relevant to the related fund admin teams to ensure the successful implement and completion of the specific Fund Admin project actions and timelines.
To successfully migrate new clients onto the JTC platform as part of any new mandates obtained and ensure fully operational. Onboard all new business in a timeous and effective way.
Be able to react positively to feedback and thus propose improvements to accounting process and client matters if required.
An ability to take responsibility, prioritise, use initiative, find solutions, display assertiveness and decisiveness.
A flexible approach to work, an ability to organise self and others and enjoy a busy and challenging working environment.

ESSENTIAL REQUIREMENTS

Suitable accounting qualification a pre-requisite (e.g. BCom / BAcc / BTech / B Bus Sci or equivalent degree).
Member of a professional body such as CA (SA) / ACCA / CIMA a prerequisite.
Good accounting and investment industry product knowledge.
Minimum of 3 – 5 years PQE working experience within the finance/investment funds administration industry or related experience.
Demonstrates consolidated role-specific technical knowledge sufficient for the Assistant Manager level.
Manages and prioritises portfolio of complex work independently, requiring minimal technical guidance.
Identifies and engages (with Manager on occasion) with new business opportunities and increased efficiencies.
Confident covering line manager responsibilities in their absence, including managing team and delegating tasks.
Involved in certain areas of the Project management of new take-ons and client migrations from start to finish (this includes working with various Project streams and departments).
Offers ongoing support to line manager with team goals.
Continually meets expectations re. goals and supports departmental Key Performance Indicators (KPI’s).
Developing mentoring and coaching skills with less experienced colleagues.
Written and verbal communication is clear and concise and demonstrates considerable understanding of client structure / departmental context.
Builds professional, mature working relationship with clients/ intermediaries. Manages expectations and focus on relationship building.
Sound awareness of risk factors and processes connected with new/ existing work and offers solutions.
Increased accountability with regards to decision making e.g. signatory on correspondence.
Demonstrates commercial awareness regarding time and time recording and efficiencies on jobs.
Exposure / experience to checking and supervising the work of others.
Ability to produce work accurately, on time and sometimes under pressure.
Good technical knowledge of jurisdictional accounting standards as well as IFRS.
Attention to detail and pro-active nature.
Enjoy working in a team.
Good knowledge of Word and Excel.
Strong systems aptitude.
Strong communicator – both written and verbal.
Able to manage own time and projects.
Display entrepreneurial insight and skills in culture creation.
Mature, credible and comfortable in dealing with a cross section of clientele and staff.
Ability to mentor and coach.
Excellent numeracy skills.
Attention to detail.

Apply via company website ( http://www.jtcgroup.com ) or

www.jtcgroup.com

 

JOB DESCRIPTION

Senior Pricing Analyst to report to the Head of Pricing. 
Applicants must be based in Cape Town, South Africa, or be prepared to relocate. The role also requires limited travel.
We are seeking a seasoned Senior Pricing Analyst to join our reinsurance team. The ideal candidate will possess deep analytical expertise, a robust understanding of reinsurance treaty pricing, and a strong background in insurance pricing methodologies 
This dynamic role requires a passionate, energetic individual to handle reinsurance pricing activities, tools management, manage exposure, profitability and growth.

Key accountabilities and responsibilities include:

Pricing of reinsurance treaties across multiple classes of business and in various geographies.
Develop and refine pricing models for reinsurance products, incorporating risk variables and market conditions. 
Evaluation of historical loss data, exposure profiles, and emerging trends to set pricing guidelines. 
Collaborate with underwriting and actuarial teams to ensure alignment between pricing strategies and overall risk management objectives.

What will make you successful in this role?
SKILLS REQUIREMENTS:

Bachelor’s degree in Actuarial Science, Business Science, Mathematics, Statistics or a related quantitative discipline. 
Minimum of 5 years of experience in pricing, risk analysis, or actuarial roles within the reinsurance or insurance industry.
Strong analytical and problem-solving skills, with proficiency in mathematical/statistical techniques and software skills.
Ability to collate, analyse and interpret statistical data.
Proven prior experience in P&C actuarial work.
Strong written, verbal, and presentation communication skills.

PERSONAL SKILLS AND ETHICS
Santam Re’s people-first approach requires us to make smart decisions as we build on our delivery of reinsurance solutions. We are, therefore, highly driven to present industry-leading teams that are personable, approachable, have strong codes of personal values and ethics, and tolerance for other’s beliefs and lifestyles, including their host nation’s cultures. Beyond the capabilities and expertise required, the professional Senior Pricing Analyst must also present and/or embrace the following:

Excellent verbal and written communication skills.
Advanced numeracy comprehension.
Ability to work independently with limited supervision.
Work flexible hours.
Solid interpersonal and relationship-building skills.
Good planning and organisational skills.
Stakeholder management.
Team leadership experience

Competencies

Collaboration 
Client focus.
Cultivates innovation.
Flexible and adaptable.
Drives results.

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Apply via company website ( http://www.santam.co.za ) or

 

Requirements

Essential Criteria

Solid experience in Sales, Customer Success, or Marketing
Fintech experience preferred
Strong business acumen and experience with payment products
Ability to interact with merchants and knowledge of retail/hospitality industry
Familiarity with local retail/business offerings
Ability to work remotely
Ability to work remotely and drive active participation and activity completion in an online environment.

Personal Attributes

Commercially driven, with strong outbound hustle
Fast closer who handles objections with confidence
Structured and accountable – lives in Zoho and Campaign Manager
Understands how to pitch growth, not just payments
Collaborative with Merchant Growth Managers, Ops, and Regional Growth Activators
Adaptable – comfortable with field work, roadshows, and street-level sales

Benefits

Salary:R25 000 – R35 000 per month (dependant on candidate’s level of experience).
An annual increase (after completing a full 12 months).
17 days leave – accumulating at the normal South African rate.
Group Life cover
Discovery Vitality
Study assistance (we financially aid studies) 100% of courses under 6 months or 50% of courses over 6 months.
All courses must lead to a certification.
Crèche & pre-school allowance (R800 per child under the age of 4 and R400 per child under the age of 6).
Quarterly socials

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Apply via company website ( N / A ) or