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Moonstone Monitor |
18 March 2021
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| IN THIS WEEK'S ISSUE |
| From the Crow's Nest |
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| Your Practice Made Perfect |
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| Technologically Speaking |
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| Regulatory Examinations |
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| Careers Platform |
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| In Lighter Wyn |
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"Be
true to your work, your word, and your friend."
- JOHN BOYLE O'REILLY
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ADVERTORIAL
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How a fund member retires has changed forever...
Legislated in-fund preservation, default annuities and portfolios has broken the compulsion for a fund member to ever leave their fund.
Talking to these members, whilst giving sensible counselling - and then professional advice at competitive pricing -
requires a financial technology platform of substance.
Benefit consultants, administrators and financial advisors associated with retirement funds will benefit from Altertude,
GTC's integrated end-to-end programme providing retirement fund members with all interventions needed in a holistic financial plan.
Contact our CEO Gary Mockler, gmockler@gtc.co.za as to how GTC can assist in growing your business.
Visit our website at www.gtc.co.za.
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| FROM THE CROW'S NEST |
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Banks apply winning formula during Covid crisis |
The Consulta survey polled almost 12 500 customers from the lower, middle, and upper retail banking segments
on their overall satisfaction with South Africa's big six retail banks during 2020. Interestingly,
the newer kids on the block outdid the older, bigger ones in several areas.
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| YOUR PRACTICE MADE PERFECT |
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CMS releases results of COVID-19 Vaccines Survey on people's
attitudes |
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The Council for Medical Schemes (CMS) today released the results of its extensive COVID-19 Vaccines Survey which indicates
that the majority of medical scheme members want to get vaccinated, with the Johnson and Johnson vaccine as their preferred choice.
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| YOUR PRACTICE MADE PERFECT |
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Broker of the future - It is not so much about what you do, but how |
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According to the recent “Broker of the Future” report from Victor Canada, one of the largest managing general underwriters in the world, “
…the differences that will distinguish tomorrow’s brokerages are likely to be less about what brokers do and more about how they do it.”
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| YOUR PRACTICE MADE PERFECT |
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CPD obligations - You only have two months to stay in the game |
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The annual CPD deadline of 31 May 2021 is looming. Are you on track with your required hours? Have you done enough professional reading,
attended webinars as well as courses to ensure that you have enough hours for CPD purposes? MBSE offers various CPD opportunities.
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| TECHNOLOGICALLY SPEAKING |
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Top ways to promote your business on Facebook |
While Facebook and social media platforms are fun outlets and great ways to connect with others, especially during the COVID-19 pandemic,
they are also a great way to network and grow your business. Here are a few ways to promote your business on Facebook.
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| CAREERS PLATFORM |
| Featured Positions |
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FAIS Compliance Officer: Moonstone Compliance.
Moonstone Compliance is looking for an approved Compliance Officer. Duties will include risk identification and management, strategic
and operational commentary, monitoring and administrative support functions to mitigate the risk of non-compliance with legislation and
regulations. A non-negotiable requirement for this position is being an approved Category I Compliance Officer with the Financial Sector
Conduct Authority with no supervision requirements. |
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Wealth Managers: GTC national offices.
GTC, one of South Africa’s leading advisory practices (formerly Grant Thornton Capital), has several vacancies for wealth managers.
As a consequence of the counselling requirements of Section 36 of the Pension Funds Act, GTC is required to provide financial advice
to numerous members on an ongoing basis. GTC seeks wealth managers to fulfil this advisory role.
These positions are in each of the GTC offices around the country and accommodate financial planners with varying degrees of experience and expertise. |
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Commercial Accounts Executive:
Constellation Financial Services, Johannesburg.
We are a young, dynamic, independent short-term insurance brokerage based in Johannesburg looking for experienced
commercial sales professionals. If you are passionate, hardworking, and driven to succeed, you’re just what we are looking for.
We require a minimum of 5 years short-term commercial insurance experience with 2 years commercial insurance sales and marketing experience. |
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POPIA Specialist: Moonstone Compliance, Stellenbosch.
We have a position for a POPIA Specialist. The successful candidate will be appointed as a specialist regarding
regulatory compliance and risk management as it pertains to the POPI Act. They will be responsible for the development of
a POPIA regulatory compliance service offering, and the building and maintenance of our POPIA client base. |
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Student Acquisitions Administrator:Moonstone Business School of Excellence (MBSE), Stellenbosch.
We are looking for a candidate who will be responsible for implementing the MBSE Sales Strategy for inbound sales activities,
establish contact, develop, and maintain relationships. To qualify for this position you will need a Grade 12 certificate,
Call Centre or tele service experience and must have the ability to interact with clients and communicate effectively. |
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Administrative Assistant / Relationship Manager: Galileo Capital (Pty) Ltd, Johannesburg.
Galileo Capital is looking for a self-managed, self-motivated, and coachable young individual to join as a personal assistant/relationship manager.
The role incumbent will work in a team and assist the financial planner and para planner with all administrative tasks in respect of managing client relationships
and be responsible for all service requirements from clients. |
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