Financial Advisors Specializing in Health (Centurion and Cape Town)

Role Purpose:

The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions.

Qualifications and Requirements: 

Minimum 1 or more years’ experience in the financial services industry.

Matric / equivalent.

Meet FAIS requirements based on DOFA (date of first appointment) (where applicable)

Within 1 year of DOFA, relevant Class of Business Certificates must be completed.

Within 2 years of DOFA, RE 5 must be completed.

Within 6 years of DOFA, hold an FSCA-approved qualification.

Key Duties and Responsibilities:

Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance.

Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance, and GAP Cover.

Respond to client queries and resolve issues promptly.

Engage with prospective clients to understand their financial needs and offer suitable products.

Sell products that align with clients’ needs and financial requirements.

Comply with legislative regulations and adhere to all compliance requirements.

What they offer:

Leads and infrastructure are provided. 

Administrative support.

A lucrative remuneration structure that rewards dedication and hard work.

A supportive and dynamic work environment.

The chance to make a significant impact on clients’ lives through expert financial advice and health solutions.

Please send your CV and latest payslip to [email protected]

Job Title: Senior Project or Contracts Manager (Msikaba, Eastern Cape)

Main Purpose:

The successful candidate will be responsible for the effective overall management of the site. This includes the optimisation of financial performance of the site and implementation of site-specific systems and controls, i.e. daily costing, programme management, QA/QC, HSE, procurement controls, budgets and forecasts, cost reporting, Client and Stakeholder liaison etc.

Responsibilities:

Successful candidate will be responsible for (but not limited to):

Ensure overall responsibility for safely managing one or more large and complex infrastructure projects.

Ensure the budgeted turnover and profitability of the projects are achieved and exceeded.

Take control of subcontractor and supplier management and be intimately involved with project planning and programming.

Liaison with all stakeholders, including senior management and representatives of the client.

Weekly and monthly management reporting.

Assisting Site Managers with complex operational and commercial problems.

Development and implementation of Group and platforms initiatives and goals into action plans.

Assist the Procurement Department in submitting and winning tenders.

Train, mentor and performance manage subordinate Site Managers on various sites.

Qualifications:

A degree/diploma in Civil Engineering

Must be registered as a professional with SACPCMP

A minimum of 15 years’ experience as a project manager within the construction industry, especially in the construction of Bridges and Roads & Earthworks.

Must have a valid driver’s license

Must be a South African Citizen

Skills:

Advanced knowledge in Microsoft Office (Excel, Power Point, Word & Outlook)

Ability to think methodically and to manage large sections of a project

Ability to read, understand and organize construction Plans and Specifications

Must have a working knowledge of CCS estimating and planning modules

Working knowledge of the OHS Act, and Construction Regulations

Good working knowledge of various conditions of contract specifications (e.g. FIDIC, GCC, NEC).

Strong attention to detail

Strong organizational, analytical and problem-solving skills

Good interpersonal and communication skills.

Ability to work as part of the team, while exercising own judgment

Strong ability to multitask, prioritize, and work well under pressure to meet established deadlines

To apply, please submit your CV, as well as your latest payslip, to [email protected]

Job Title: 

Underwriting Administrator (Roodepoort, JHB)

Main Purpose:

We are seeking a detail-oriented and organized Underwriting Admin to support the underwriting team in both Personal and Commercial Lines of short-term insurance. The ideal candidate will assist underwriters in managing policies, ensuring compliance with underwriting guidelines, and providing exceptional administrative support to streamline operations. If you have excellent attention to detail, love working in a fast-paced environment, and are familiar with the insurance industry, this role is perfect for you!

Minimum Qualifications and Requirements: 

Matric essential

Bcom Degree

Regulatory exams and industry-specific certifications (e.g., FAIS, RE5)

2+ years of administrative experience in the short-term insurance sector, with exposure to both personal and commercial lines

Previous experience working within an underwriting department

Strong understanding of short-term insurance products, particularly personal and commercial lines

Excellent administrative skills, with a focus on accuracy and attention to detail

Proficient in insurance management systems and MS Office (Word, Excel, Outlook)

Strong insurance knowledge for commercial lines & personal lines

Ability to work in a fast-paced environment and manage multiple tasks effectively

Strong communication skills (both written and verbal), with the ability to interact professionally with clients and colleagues

A team player with the ability to collaborate with underwriters and other departments

Tasks

Policy Administration

Supporting the underwriters with administrative tasks for both personal and commercial lines

Processing new insurance policies, renewals, endorsements, and cancellations

Reviewing applications to ensure they meet underwriting requirements

Maintaining and updating policy records in the system

Data Management

Entering client and policy information into the underwriting system accurately

Assisting in gathering and compiling necessary documentation for underwriting reviews

Keeping detailed records of policy changes, customer communication, and endorsements

Customer Service

Communicating with brokers, agents, and clients to request additional information or clarify details

Responding to inquiries about insurance policies, coverage, and underwriting processes

Following up on outstanding documentation and keeping stakeholders updated

Compliance & Reporting

Ensuring all documentation complies with company policies and regulatory requirements

Preparing and submitting underwriting reports to management as required

Monitoring policy adherence to internal underwriting standards

To apply, please submit your CV, FAIS, DOFA as well as your latest payslip, to [email protected]

Financial Advisors Specializing in Health (Centurion and Cape Town)

Role Purpose:

The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions.

Qualifications and Requirements: 

Minimum 1 or more years’ experience in the financial services industry.

Matric / equivalent.

Meet FAIS requirements based on DOFA (date of first appointment) (where applicable)

Within 1 year of DOFA, relevant Class of Business Certificates must be completed.

Within 2 years of DOFA, RE 5 must be completed.

Within 6 years of DOFA, hold an FSCA-approved qualification.

Key Duties and Responsibilities:

Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance.

Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance, and GAP Cover.

Respond to client queries and resolve issues promptly.

Engage with prospective clients to understand their financial needs and offer suitable products.

Sell products that align with clients’ needs and financial requirements.

Comply with legislative regulations and adhere to all compliance requirements.

What they offer:

Leads and infrastructure are provided. 

Administrative support.

A lucrative remuneration structure that rewards dedication and hard work.

A supportive and dynamic work environment.

The chance to make a significant impact on clients’ lives through expert financial advice and health solutions.

Please send your CV and latest payslip to [email protected]

Job Title: 
 
Underwriting Administrator (Roodepoort, JHB) 

Main Purpose: 
We are seeking a detail-oriented and organized Underwriting Admin to support the underwriting team in both Personal and Commercial Lines of short-term insurance. The ideal candidate will assist underwriters in managing policies, ensuring compliance with underwriting guidelines, and providing exceptional administrative support to streamline operations. If you have excellent attention to detail, love working in a fast-paced environment, and are familiar with the insurance industry, this role is perfect for you!

Minimum Qualifications and Requirements: 

Matric essential
Bcom Degree 
Regulatory exams and industry-specific certifications (e.g., FAIS, RE5) 
2+ years of administrative experience in the short-term insurance sector, with exposure to both personal and commercial lines
Previous experience working within an underwriting department
Strong understanding of short-term insurance products, particularly personal and commercial lines
Excellent administrative skills, with a focus on accuracy and attention to detail
Proficient in insurance management systems and MS Office (Word, Excel, Outlook)
Strong insurance knowledge for commercial lines & personal lines
Ability to work in a fast-paced environment and manage multiple tasks effectively
Strong communication skills (both written and verbal), with the ability to interact professionally with clients and colleagues
A team player with the ability to collaborate with underwriters and other departments

Tasks
Policy Administration
Supporting the underwriters with administrative tasks for both personal and commercial lines
Processing new insurance policies, renewals, endorsements, and cancellations
Reviewing applications to ensure they meet underwriting requirements
Maintaining and updating policy records in the system
Data Management
Entering client and policy information into the underwriting system accurately
Assisting in gathering and compiling necessary documentation for underwriting reviews
Keeping detailed records of policy changes, customer communication, and endorsements
Customer Service
Communicating with brokers, agents, and clients to request additional information or clarify details
Responding to inquiries about insurance policies, coverage, and underwriting processes
Following up on outstanding documentation and keeping stakeholders updated
Compliance & Reporting
Ensuring all documentation complies with company policies and regulatory requirements
Preparing and submitting underwriting reports to management as required
Monitoring policy adherence to internal underwriting standards

To apply, please submit your CV, FAIS, DOFA as well as your latest payslip, to [email protected]