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Finance and Insurance Specialist

Salary TBA Montagu Gardens

City of Cape Town, Western Cape 23 April

H&S Labour Brokers cc

  • Description


  • A rapidly growing business who is the first-of-its-kind in its industry is currently seeking for a F&I Specialist to join their dynamic team. This role would suite a young, dynamic professional that has experience in completing finance processes from end to end.
    You will need to have a good understanding of compliance requirements, have high personal ethical standards, work well within a team, have excellent multitasking abilities and must be able to adopt to constant change/betterment in current process.

    The successful applicant duties include but is not limited to:
    Identifying customer needs through an effective need’s analysis.
    Evaluate each individual customer needs.
    Effectively process finance applications and maximize profitability in placing the business at the most favourable return without compromising the client.
    Apply selling skills in selling the best options to the customer from the approved bouquet of products.
    Have a passion for customer service.
    Effectively communicate with internal and external customers to avoid duplication of effort and costly mistakes.
    Build effective relationships with product suppliers and ensure that the offerings in terms of products are the most effective and profitable.
    Participate enthusiastically and effectively in performance meetings.
    Perform administration functions effectively and ensure company policy is always adhered to.
    Ensure FAIS Code of Conduct is always applied.
    Ensure adherence to the FICA policy by reporting cash threshold and suspicious transactions.

    Minimum Requirements:
    RE5 qualification
    FAIS (Financial Advisory & Intermediary Services)
    NQF 4 (min 140 points on INSETA is essential)
    NCA Accreditation
    Must be able to handle an average of 30-40 vehicle units per month
    CPD points up to date (if applicable)
    Job requirements as per the FAIS Act Must be of good character, honesty and integrity. Must not, in the past 5 years have been:
    Found guilty in court of fraud or dishonesty
    Been denied membership, disqualified or fined by a professional body as a result of dishonesty, negligence, incompetence or mismanagement
    Been fined or censured by a Regulatory body as a result of negligence, incompetence
    Valid Driver’s license (code 08) and own transport
    English spoken and written
    Applicants fluent in additional languages (Xhosa; Zulu; Afrikaans) would be given preference

    Should you meet the above requirements, please upload your CV onto our website [CV’S VIA EMAIL WILL NOT BE CONSIDERED]

    Candidates will be required to go through a background and vetting process if shortlisted .

    Should you not hear from us within 2 weeks, please consider your application unsuccessful.




  • Number of vacancies: 1
  • Requirements

  • Minumun level of education: Grade 12 /N4 (Matric)
  • Years of experience: 2
  • Language(s): Afrikaans ,English ,Xhosa ,Zulu
  • Driver's license: EB
  • Availability for travel: No
  • Availability for change of residence: No
  • People with disabilities: Yes

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Ad summary

  • Finance and Insurance Specialist

  • Recruiter

    H&S Labour Brokers cc

  • Province

    City of Cape Town, Western Cape

  • Work type

    Full Time

  • Type of contract

    Permanent contract

  • Salary

    Negotiable

  • Apply now

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