Careers

TRG looks for ambitious people who want to excel and reap the rewards of hard work.
We currently have the following positions available:


Receptionist / office assistant / junior bookkeeper

We are recruiting a Receptionist / Office Assistant / Junior Bookkeeper to be based at our Umhlali branch. The successful candidate will provide support to the Business Administration Department. 

MINIMUM REQUIREMENTS:

  • Matric
  • Basic understanding of Financial Services and products
  • 1-2 years in the Financial Services Industry (preferable)
  • Proactive problem-solving ability
  • Good computer skills (Google / Word / Excel)
  • Solid communication skills

DUTIES:

  • Switchboard operation (filtering calls and taking messages)
  • Basic assistance with bookkeeping
  • Monitoring office supplies
  • Maintaining office equipment
  • Document control and filing
  • Dealing with office queries
  • Ad-hoc administrative support
  • Marketing / Event coordination
     

Salary is negotiable, based upon level of experience and expertise.

If you don't receive feedback within two weeks, please consider your application unsuccessful.


PAraplanner

The Paraplanner role may be broken down into four key parts:

  • Preparing and maintaining the client file
  • Preparing recommendations
  • Implementing recommendations
  • Review

Senior Financial AdvisEr: (RFP, CFP)

The Robert Group offer a brokering package that allows you to do what matters most: dealing with your clients.

  • Work in a strong team environment.
  • We provide professional office space .
  • We provide compliance services.
  • We provide ongoing product training and "mastermind" sessions.
  • We give you the ability to generate revenue from alternate streams like short term insurance.

Medical Aid Specialist

We are looking for a medical aid consultant with minimum 3 years experience.

  • Experience must have been gained in dealing with different medical aid options.
  • Strong customer service skills essential.

Personal Assistant (to Financial Adviser)

Incumbent will be based at our Umhlali Branch

The successful candidate needs to support the Financial Adviser with the financial planning process by gathering the necessary data, preparing quotes and relevant documentation. Timeously following through on all new business cases up to accepted policy contract stage. Initiating and finalising investment servicing instructions. Ensuring a smooth operational practice. Being prompt and professional when engaging with clients, whether telephonically or in person.

Duties:

  • Submission & follow up of all business
  • Underwriting follow up
  • Quotations
  • Diary management
  • Secretarial function
  • Preparation of Client's file & portfolio's in completeness & accuracy as well as presenting Client files to Financial Advisor prior to appointments
  • Assistance in growing client base
  • Follow up with insurance house / insurer / client up to business approval, acceptance & review stage
  • Record-keeping of all paperwork & correspondence in line with legislative requirements
*Salary is negotiable based upon level of experience & expertise. If you do not receive any feedback within two weeks, consider your application as unsuccessful.*

Minimum Requirements:

  • Matric
  • Intermediate insurance, assurance, investment and compliance knowledge
  • Familiar with FAIS & FICA legislation (must be compliance driven)
  • 2 years in the financial services industry (minimum)
  • Completion of Regulatory Exam (Advantageous)
  • Driver's license + Own vehicle
  • Ensure client investment new business and servicing is finalised correctly and timeously
  • Protection and backing up of data
  • Knowledge of types of industry-specific products & investments
  • Knowledge of investment new business and servicing procedures
  • Keeping abreast of changes in the industry and legislation
  • Professional client facing contact person (when engaging with clients in person or over the phone)
  • Proactive problem solving
  • Monitor progress and proactively gets new business issued
  • Good computer skills (Google /Word / Excel)

Personal Assistant (to Financial Adviser)

Incumbent will be based at our Umhlanga branch

The successful candidate needs to support the Financial Adviser with the financial planning process by gathering the necessary data, preparing quotes and relevant documentation. Timeously following through on all new business cases up to accepted policy contract stage. Initiating and finalising investment servicing instructions. Ensuring a smooth operational practice. Being prompt and professional when engaging with clients, whether telephonically or in person. 

Minimum Requirements:

  • Matric
  • Intermediate insurance, assurance, investment and compliance knowledge
  • Familiar with FAIS & FICA legislation (must be compliance driven)
  • 2 years in the financial services industry (minimum)
  • Completion of Regulatory Exam (Advantageous)
  • Driver's license + Own vehicle (Advantageous)
  • Ensure client investment new business and servicing is finalised correctly and timeously
  • Protection and backing up of data
  • Knowledge of types of industry-specific products & investments
  • Knowledge of investment new business and servicing procedures
  • Keeping abreast of changes in the industry and legislation
  • Professional client facing contact person (when engaging with clients in person or over the phone)
  • Proactive problem solving
  • Monitor progress and proactively gets new business issued
  • Good computer skills (Google /Word / Excel)

Duties:

  • Submission & follow up of all business (Personal & Corporate) 
  • Underwriting follow up
  • Quotations
  • Diary management
  • Secretarial function & general office duties
  • Preparation of Client's file & portfolio's in completeness & accuracy as well as presenting Client files to Financial Advisor prior to appointments
  • Assistance in growing client base
  • Follow up with insurance house / insurer / client up to business approval, acceptance & review stage
  • Record-keeping of all paperwork & correspondence in line with legislative requirements
*Salary is R8000 - R15000 p/m. If you don't receive any feedback within two weeks, consider your application as unsuccessful.*