Recruitment Opportunities at Dynexity

Financial Manager, Johannesburg Needed 

Financial manager for a medium sized company in Johannesburg. 
The FM would be responsible for the the Finance function as well as Payroll and HR.

Must have: A BCOM in Financial Accounting and completed articles OR 10 years experience in a Senior Financial Role 

• Sage Evolution or Pastel Accounting 
• Proficient in Microsoft Office and Sage Payroll
• Knowledge of Foreign Exchange 
• Sound experience in VAT, Payroll Taxes and Company Tax.
• Experience in HR and knowledge of its processes 

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Our client is looking for an Office Administrator /Receptionist/Executive Assistant 

Must have: 

• Matric
• Experience with processing orders
• Making travel arrangements; local and abroad
• Microsoft Skills
• Typing Skills
• Experience in a Corporate environment 

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The Role:           
You will be supporting the Senior Wealth Planner(s) in providing our clients with the required levels of client services. You will be part of a regional team and are encouraged to collaborate with other Assistants in the office as well as with team members in the Region. You will oversee the administrative, operations and client services support to the Senior Wealth Planner(s) and be the liaison between the practice and the regional office/head office.

Attributes
The successful applicant puts the needs of clients first and takes ownership of the goal, which is to always strive to be effective and impactful in our clients’ lives and can facilitate and assist Senior Wealth Planner(s)

Qualifications and Experience

• 3-5 years in the financial services industry required.
• Relevant tertiary education

Knowledge

• Financial Services Industry
• Understanding of FAIS and FICA legislation

Competencies  

• Computer skills: SharePoint; Microsoft Office (Excel, Word, Outlook essential)
• Experience with XPlan
• Professional presence: as a representative of the organisation, a professional image and professional conduct are always expected and required.
• Resilient under pressure

Client Services

• Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Senior Wealth Planner(s)
• Take full responsibility for the implementation of administrative processes and controls in the Wealth Planning practice(s) (including all transactions, queries, reporting etc.).
• Liaison between Senior Wealth Planners and product providers (PPs).
• Equipped to follow the formal complaint resolution process.

Operational support for Managers and CRMs

• Assistants align with the PCS CRMs to ensure complete PCS mandates and applications pre-population.
• All instructions to PM and CRMs initiated and maintained via XPlan tasks.

Operations

• Administration relating to client transfers and new business transactions.
• Submission of intermediary appointment notes to relevant PPs.
• FICA and AML capture and checking on client onboard process.
• Checking of transition documentation to ensure completeness and accuracy in alignment with relevant client file checklist & lodgment rules.
• Arrange medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously.
• Providing an ongoing service and maintenance support function to the Senior Wealth Planner and his / her clients.
• Escalate with PPs regarding commissions/fees due to the Senior Wealth Planner.

Office Management

• Support the general office management, including reception, facilities, meeting room management, stationery, marketing material, etc.
• Submit orders for stationery, business cards, marketing brochures, client folders, etc., to the Operations Manager timeously to avoid running out of stock.

IT & Systems

• Data capture of client demographic data on client relationship management system XPlan.
• Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Senior Wealth Planner.
• Preparation of client portfolios using Astute and/or product provider information. Ensuring XPlan Policy Schedules are up to date and accurate.
• Client financial data capture (ASTUTE, PPs and manual).
• Ensure proper record-keeping.
• Extensive use of XPlan notes and tasks to manage client records and organization of practice.
• Maintain an accurate diary system. (XPlan & Outlook integration)
• Address all technology issues experienced by the Senior Wealth Planner and facilitate the solution - liaison with the IT support desk etc.

NAV & KPIs

• Full awareness and understanding of the information available on NAV to support the Senior Wealth Planner(s).
• Track and monitor personal KPIs on NAV.
• Request assistance and guidance from POM where KPI scores reflect gaps.
• Liaise and orientate with the Senior Wealth Planner on all data and practice attributes on NAV.

Marketing Support

• Assist with the organization of client events in conjunction with the events coordinator, i.e. booking venues, RSVP management, event management, etc.
• Assisting Senior Wealth Planner at client events.
• Function as a primary point of contact for clients, thus strengthening client relationships.

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Registered (ECSA) Senior Electrical Engineer Needed in Tshwane 
Our client is looking for a Senior Electrical Engineer.

• Registered with ECSA
• Have a BSC or B Eng in Electrical Engineering 
• 10 years experience +
• Auotcad, Dialux/Ulysse, Reticmaster/Powamaster and Microsoft

go to method of application »

The Role:           

• You will be supporting the Senior Wealth Planner(s) in providing our clients with the required levels of client services. You will be part of a regional team and are encouraged to collaborate with other Assistants in the office as well as with team members in the Region. You will oversee the administrative, operations and client services support to the Senior Wealth Planner(s) and be the liaison between the practice and the regional office/head office.

Attributes

• The successful applicant puts the needs of clients first and takes ownership of the goal, which is to always strive to be effective and impactful in our clients’ lives and can facilitate and assist Senior Wealth Planner(s)

MUST BE ENGLISH & AFRIKAANS SPEAKING
Qualifications and Experience

• 3-5 years in the financial services industry required.
• Relevant tertiary education

Knowledge

• Financial Services Industry
• Understanding of FAIS and FICA legislation

Competencies  

• Computer skills: SharePoint; Microsoft Office (Excel, Word, Outlook essential)
• Experience with XPlan
• Professional presence: as a representative of the organisation, a professional image and professional conduct are always expected and required.
• Resilient under pressure

Client Services

• Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Senior Wealth Planner(s)
• Take full responsibility for the implementation of administrative processes and controls in the Wealth Planning practice(s) (including all transactions, queries, reporting etc.).
• Liaison between Senior Wealth Planners and product providers (PPs).
• Equipped to follow the formal complaint resolution process.

Operational support for Managers and CRMs

• Assistants align with the PCS CRMs to ensure complete PCS mandates and applications pre-population.
• All instructions to PM and CRMs initiated and maintained via XPlan tasks.

Operations

• Administration relating to client transfers and new business transactions.
• Submission of intermediary appointment notes to relevant PPs.
• FICA and AML capture and checking on client onboard process.
• Checking of transition documentation to ensure completeness and accuracy in alignment with relevant client file checklist & lodgment rules.
• Arrange medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously.
• Providing an ongoing service and maintenance support function to the Senior Wealth Planner and his / her clients.
• Escalate with PPs regarding commissions/fees due to the Senior Wealth Planner.

Office Management

• Support the general office management, including reception, facilities, meeting room management, stationery, marketing material, etc.
• Submit orders for stationery, business cards, marketing brochures, client folders, etc., to the Operations Manager timeously to avoid running out of stock.

IT & Systems

• Data capture of client demographic data on client relationship management system XPlan.
• Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Senior Wealth Planner.
• Preparation of client portfolios using Astute and/or product provider information. Ensuring XPlan Policy Schedules are up to date and accurate.
• Client financial data capture (ASTUTE, PPs and manual).
• Ensure proper record-keeping.
• Extensive use of XPlan notes and tasks to manage client records and organization of practice.
• Maintain an accurate diary system. (XPlan & Outlook integration)
• Address all technology issues experienced by the Senior Wealth Planner and facilitate the solution - liaison with the IT support desk etc.

NAV & KPIs

• Full awareness and understanding of the information available on NAV to support the Senior Wealth Planner(s).
• Track and monitor personal KPIs on NAV.
• Request assistance and guidance from POM where KPI scores reflect gaps.
• Liaise and orientate with the Senior Wealth Planner on all data and practice attributes on NAV.

Marketing Support

• Assist with the organization of client events in conjunction with the events coordinator, i.e. booking venues, RSVP management, event management, etc.
• Assisting Senior Wealth Planner at client events.
• Function as a primary point of contact for clients, thus strengthening client relationships.

go to method of application »

The Role:

You will provide and implement advice on insurance needs and solutions to the Company’s clients in conjunction with the Company’s Senior Wealth Planners.

Competencies:

• 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 negotiation and persuasion skills.
• Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
• Emotional resilience

MUST BE ENGLISH & AFRIKAANS SPEAKING

Qualifications and Experience:

• Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments)
• Have a qualification recognised by the FSCA for FAIS purposes.
• Preference will be given to candidates with a CFP.
• Have completed relevant classes of business and product-specific training.
• FAIS compliant (continuous professional development).
• Completed supervision for long-term insurance categories.
• Fully computer literate, xPlan is necessary

Responsibilities:

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

go to method of application »

The Role:

You will provide and implement advice on insurance needs and solutions to the Company’s clients in conjunction with the Company’s Senior Wealth Planners.

Competencies:

• 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 negotiation and persuasion skills.
• Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
• Emotional resilience

MUST BE ENGLISH & AFRIKAANS SPEAKING

Qualifications and Experience:

• Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments)
• Have a qualification recognised by the FSCA for FAIS purposes.
• Preference will be given to candidates with a CFP.
• Have completed relevant classes of business and product-specific training.
• FAIS compliant (continuous professional development).
• Completed supervision for long-term insurance categories.
• Fully computer literate, xPlan is necessary

Responsibilities:

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

go to method of application »

The Role:

You will provide and implement advice on insurance needs and solutions to the Company’s clients in conjunction with the Company’s Senior Wealth Planners.

Competencies:

• 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 negotiation and persuasion skills.
• Client oriented, with strong interpersonal skills and able to take the initiative (self-starter).
• Emotional resilience

MUST BE ENGLISH & AFRIKAANS SPEAKING

Qualifications and Experience:

• Appropriate tertiary qualification (bachelor’s degree in commerce, finance, investments)
• Have a qualification recognised by the FSCA for FAIS purposes.
• Preference will be given to candidates with a CFP.
• Have completed relevant classes of business and product-specific training.
• FAIS compliant (continuous professional development).
• Completed supervision for long-term insurance categories.
• Fully computer literate, xPlan is necessary

Responsibilities:

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