Careers @ Aluma

Location: Pretoria

We are looking for Financial Advisors who will be tied to selling Discovery Products.

What do we need?
A specialist with extensive knowledge in how to sell and build new networks. Someone who fully understands the Sales lifecycle, inclusive of client services. The ideal candidate will also have an unsatiable hunger to write his/her own cheque and will be innovative in finding new ways to source customers. This person will have a passion for people and will always ensure they remain fit and proper.

Requirements

• Matric/Grade 12 or SAQA Accredited Equivalent Essential;
• 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred;
• 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential;
• RE 5 certificate
• Proven sales track record.

Skills Required

• Ability to work under pressure;
• Self-starter & excellent organising skills;
• Good verbal, written and communication skills;
• Committed and reliable with integrity and honesty;
• Loyalty toward the organisation;
• Needs to have resilience and must be optimistic;
• Be able to work accurately and effectively in a highly pressurised environment;
• Accountability and a team player;
• Good time management skills;
• Problem solving skills, by effectively identifying problems as soon as they arise;
• Ability to be able to think out of the box.

Value Proposition

• 100 % commission earned;
• Bridging Finance offered to give our advisors a kick start;
• No admin or desk fees;
• An option of bi-monthly and/or monthly commission;
• Admin assistance and back-office support;
• P-Grade office space and meeting rooms;
• Ongoing marketing campaigns & continuous lead provision;
• Paperless onboarding solutions;
• Electronic KYC process;
• Electronic signature (OTP).

Location: Pretoria

Can you spot talent a mile away? Do you understand the demands of the changing workforce and workplace? Are you unique in how you source the right people for the right job? Raise your hand because

It’s our mission to unleash the potential in our team, and we know that teams perform best when they are diverse and each individual feels that they belong. That’s why we want you to join us in the capacity of Talent Acquisition Specialist. This role plays an integral part in our team, as you run with all staff sourcing strategies and initiative for the entire group.

So, who are we and why would you want to join us?
We are a young, energetic, and passionate group of companies working in different industries, all focused on becoming market leader in our fields. Our fast-paced environment will positively challenge you and keep you engaged as you navigate through changing priorities and varying demands. We work smart, we work hard, but we have fun doing it!

Companies in our group include:

• LNDR – a lending solutions provider
• Aluma Capital – Asset and Fund Manager
• Cryosave – A bank for newborn stem cells
• APS – an outsourced call centre management company

What can we offer you? Some of our benefits include:

• Modern fit-for-purpose people practices.
• Working in a state-of-the-art tech building that includes access to on-site gym to help you grow your fitness as much as you do your brain.
• Two on-site restaurants that will have you inhaling aromas of mouth-watering lunchtime dishes, and freshly brewed coffee. At Fintech campus that’s just a part of the rhythm of the day.

Great, so who is a good fit?
A specialist who is an expert in applying strategies to create and deliver systems that improve the quality, efficiency and effectiveness of the talent acquisition process umbrella. The increasing competitiveness that defines the current workplace, the changing personalities of workers, the growing number of diverse members of the workforce in terms of gender and generations, all demand a new hiring strategy. This person oversees the sourcing, identifying, assessment and appointment of resources required for all companies within the group. Strategies to ensure a positive candidate experience from initial application to the final onboarding process needs to be implemented. We want you to tell the story of why people want to work here to make sure we get the right staff to help us succeed!

You may be wondering, what does the duties include?

• Develop and implement a hiring strategy that speaks to the overall objectives of each individual company, all the while making sure that the staffing needs are being met.
• Understand the business and hiring managers to make sure we don’t waste time with candidates that are not qualified and not suitable.
• Market the company as an employer of choice! We want to have people queuing up to work for us. You should actively work with the marketing team to build our social media presence and to advertise on suitable portals.
• Proactively create applicant pools and talent pipelines. Even if there are no vacancies we want a database of people who have been vetted that we can call on at any time. Use social media, use portals, your network or any other programmes that will work.
• Develop and implement graduate programs. “Catch them while they are young” we always say…it will be your responsibility to set up connections at varsities and promoting us to recent graduates.
• Screen and assess candidates properly to ensure high quality candidates get referred to hiring managers. This includes setting up an array of technical and non-technical assessments to screen suitability.
• Implement and maintain our recruitment processes including record keeping and tracking systems. It is important to support efficient full cycle recruiting!

Are there any specific skills and attributes required?

• An effective communicator, who can interact with all types of people, both written and verbal.
• Someone who is confident, not scared to pick up the phone and speak to anyone.
• An independent worker who delivers with minimal supervision.
• Has an ability to work effectively under pressure.
• Manages self to ensure deadlines are met.
• Develops and maintains solid relationships with colleagues and stakeholders.
• Remains curious, thinks outside the box and forms close relationships to hiring managers.
• Conveys a positive attitude even in difficult circumstances.
• Takes responsibility for the role and takes initiative.
• Cultural fit for a fast-moving and high-performance, but also informal and non-hierarchical organisation.

Take a look at the what the requirements for this amazing job is

• Tertiary qualification in Human Resources, Industrial Psychology or a similar field advantageous.
• 3+ years’ experience in talent acquisition or similar roles.
• Must be able to recruit without making use of employment agencies.
• Familiar with social media, CV’s, databases and professional networks.
• Experience with full cycle recruitment, using various interviewing techniques and evaluation methods.
• Experience within the financial services industry, specifically in recruiting for Financial Advisors.
• Proven excellence in your previous endeavours.

Location: Pretoria

Do you have an outgoing, sales mindset with corporate finance experience? Have you raised money for private equity or been part of a team involved in capital raises? Have you got attention to detail and the ability to spot opportunities to raise capital , see acquisition opportunities and to increase Business capital? Do you love financial modelling and drafting world class accurate presentations? Are you fantastic at negotiation and enjoy prospecting investors, clients and the like?

It’s our mission to unleash the potential in our team, and we know that teams perform best when they are diverse and each individual feels that they belong. That’s why we want you to join us in the capacity of Corporate Finance Manager. This role plays an integral part in our team, as you will raise both local and international capital across the private equity and underlying client arms of the Business.

So, who are we and why would you want to join us?
We are a young, energetic, and passionate group of companies working in different industries, all focused on becoming market leader in our fields. Our fast-paced environment will positively challenge you and keep you engaged as you navigate through changing priorities and varying demands. We work smart, we work hard, but we have fun doing it!

What can we offer you? Some of our benefits include:

• Modern fit-for-purpose people practices.
• Working in a state-of-the-art tech building that includes access to on-site gym to help you grow your fitness as much as you do your brain.
• Two on-site restaurants that will have you inhaling aromas of mouth-watering lunchtime dishes, and freshly brewed coffee. At Fintech campus that’s just a part of the rhythm of the day.

Great, so who is a good fit?
A specialist with a high attention to detail, who is phenomenal when it comes to projections and modelling. Someone who fully understands the negotiation process and how this interlinks with ensuring Business capital is increased. The ideal candidate will also have excellent verbal and written communication skills and the ability to provide explanations over presentations and pitch decks, both clearly and concisely.

So what will such a fantastic individual’s duties and responsibilities include?

• To identify and target investors globally for investment directly into investee companies or via the Private Equity structure;
• To prepare investment packs and proposals for international and local investors;
• Conducting and presenting Company research in comparison to peers and to be able to benchmark to industry players;
• Creating and presenting financial models and cash flow models;
• Assisting in creating financial forecast models that will assist the various business managers and subsidiaries in the group to be able to build accurate business plans;
• Conducting formal valuations to assess the value of potential transactions; both in raising, as well as placing investments;
• Working closely with Senior Management and Directors relating to client projects;
• Report writing and pitch decks (information packs) for Business use;
• Prepare returns and performance trend analysis of underlying investee Companies, compared to market benchmarks;
• Raising capital from institutional investors both locally and internationally;
• Responsible for the creation of both presentations and pitch decks, which will be used for presenting to Investors, Clients and the like;
• Continuous liaison with Aluma Stakeholders, including both Brokers, Management and investors;
• Identification and acquisitions of possible Investors and Clients;
• Identification of possible acquisition targets;
• Establishing innovative ways to increase Business Capital;
• Attend meetings with Investors, so as to create buy-in and ensure accurate negotiation of deals;
• Responsible for the execution of Financial Due Diligence;
• Ensuring proper advice is given to Stakeholders relating to transactions;
• Provide timely and accurate financial information to the executive committee;
• Ensure compliance with the applicable legislation and financial standards;
• Develop, enhance, implement and enforce internal control systems;
• Oversee the investment of funds and manage associated risks;
• Provide financial input on contracts evaluation analysis;
• Build and maintain stakeholder relationships;
• Responsible for negotiation of deals with Investors and other Stakeholders.

Are there any specific skills and attributes required?

• self-confidence and self-discipline
• Trustworthiness and conscientiousness by taking responsibility for personal performance;
• Be motivated in achieving goals;
• Loyalty toward the organisation;
• Commitment by aligning with organisational goals;
• Disciplined, extremely well organised;
• Strong mathematic skills and the ability to work systematically;
• Excellent written and verbal communication skills;
• Track record of success, and passion for the Financial Services industry;
• Take a look at the what the requirements for this amazing job are and if you meet them apply, apply, apply:
• BCom /CFA / BSc or Investment Management, or a similar field;
• 5 years Corporate Finance experience in the Financial Services industry;
• 3 years’ experience relating to financial valuations, financial modelling, or equity analysis.

Location: National

Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungry for Sales and willing to go the extra mile to obtain them?

It’s our mission to unleash the potential in our team, and we know that teams perform best when they are diverse and each individual feels that they belong. That’s why we want you to join us in the capacity of National Sales Manager. This role plays an integral part in our team, as you will ensure the business growth and client satisfaction throughout, whilst managing your teams in such a manner so as to achieve success.

So, who are we and why would you want to join us?
We are a young, energetic, and passionate group of companies working in different industries, all focused on becoming market leader in our fields. Our fast-paced environment will positively challenge you and keep you engaged as you navigate through changing priorities and varying demands. We work smart, we work hard, but we have fun doing it!

Companies in our group include:

• Lndr – a lending solutions provider
• Cryosave – A bank for newborn stem cells
• APS – an outsourced call centre management company.

What can we offer you? Some of our benefits include:

• Modern fit-for-purpose people practices.
• Working in a state-of-the-art tech building that includes access to on-site gym to help you grow your fitness as much as you do your brain.
• Two on-site restaurants that will have you inhaling aromas of mouth-watering lunchtime dishes, and freshly brewed coffee. At Fintech campus that’s just a part of the rhythm of the day.

Great, so who is a good fit?
A specialist with extensive knowledge in how to sell and building new networks. Someone who fully understands the Sales life-cycle, inclusive of client services. The ideal candidate will also have an unsatiable hunger to write his/her own cheque and will be innovative in finding new ways to find customers. Someone who has a passion for people and acts as a leader who coaches his/her team toward new hights.

You may be wondering, what does such a fantastic individual’s duties include?

• Prospecting and developing new, high-volume, viable business for Aluma Capital;
• Create and implement effective direct sales strategies and lead nationwide Regional Sales Managers and agents toward the achievement of corporate sales objectives;
• Develop and revise competencies and processes required to create an effective and efficient sales organization;
• Provide leadership through effective communication of vision, active coaching, and development whilst matching sales results to goals and taking appropriate action to address this when necessary;
• Manage sales management, budget control, compensation programs, and incentives;
• Ensure effective hiring, orientation, training, development, and retention of sales personnel;
• Act as an Ambassador to engage with trade key decision-makers, business owners, and buyers to promote the company’s products;
• Assist sales managers and sales agents with organizational skills, account strategies, territory planning, and administrative responsibilities to ensure a high level of trade customer satisfaction is maintained to ultimately achieve the highest possible business outcome in the trade for the company;
• Continually develop business relationships with stakeholders, ops managers, and regional managers for the optimal benefit of the company, using knowledge and relationships within the respective territories;
• Keep abreast of trends in the market and activities in the sector, being aware of competitor activities to remain ahead of the curve;
• Network with various stakeholders within Aluma and our market;
• Act as mentor and coach to support the sales team;
• Reach own Sales target continuously and without fail;
• Design and do presentations to all prospective sources of clients in order to source new prospective clients;
• Prepare and submit Sales reports to relevant stakeholders.

Are there any specific skills and attributes required?

• Entrepreneurial mind-set (must be able to work independently);
• Exceptional Interpersonal skills and ability to network;
• An established network of clients and ability to prospect for new business;
• Innovative in finding new ways to market and obtain clients;
• Unrivalled sales ability;
• Ability to apply tenacity;
• Effective planning, organising and time management skills;
• Someone who is hands-on, who will sell alongside his/her team continuously.

Take a look at the what the requirements for this amazing job is

• Computer literate with knowledge in Excel, Word and MS Suite;
• Grade 12;
• Degree in Sales Management or similar field;
• 5 years+ Sales experience;
• 3 years+ Client Services experience;
• 5 years+ Sales Management experience;
• A proven track record of achieving sales growth targets within a fast paced environment.
• Strong networker and customer relationship management experience;
• Excellent written and verbal communication (including business presentations and reporting, project overviews and feedback, and public speaking);
• Willing to travel extensively with own reliable vehicle and valid driver’s license.

Location: Pretoria

We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.

Companies in our group include:

• Lndr – a lending solutions provider
• Cryosave – A bank for newborn stem cells
• APS – an outsourced call centre management company.

What can we offer you? Some of our benefits include:

• Advances on commission payment options;
• An optional bi-monthly or monthly commission;
• No admin/desk fees;
• Admin assistance and back-office support;
• P-grade office space and meeting rooms;
• Ongoing marketing campaigns and lead provision;
• We will provide – digital business cards, email accounts and signatures;
• You will have access to our Gym, Bistro and Slow Lounge.
• Modern fit-for-purpose people practices.
• Working in a state-of-the-art tech building that includes access to on-site gym to help you grow your fitness as much as you do your brain.
• Two on-site restaurants that will have you inhaling aromas of mouth-watering lunchtime dishes, and freshly brewed coffee. At Fintech campus that’s just a part of the rhythm of the day.

Great, so who is a good fit?
An energetic and dedicated individual with an unwavering attention to detail. The chosen candidate needs to have strong administrative and communication skills, as well as good knowledge of the Financial Service Industry inclusive of FICA and FAIS regulations in Short Term Insurance.

So what will such a fantastic individual’s duties and responsibilities include?

• Develop and maintain a personal network and represent the organization at relevant industry events.
• Source leads and referrals.
• Identify sales opportunities while promoting the organization and enhancing its reputation.
• Introduce internal specialists and utilize their expertise to gather and analyse client data to identify the correct sales opportunities and solutions.
• Manage the customer journey from sales to on-boarding and regular portfolio review.
• Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management.
• Manage key client customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF.
• Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organizations policies and procedures.
• Participate in development programmes, assessments and activities which form part of the formal and informal training program.
• Gain/maintain the relevant external professional accreditation requirements.
• Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements.

Are there any specific skills and attributes required?

• Attention to detail and a high level of accuracy;
• Ability to work under pressure;
• Self-starter & excellent organising skills;
• Good verbal, written and communication skills;
• Committed and reliable with integrity and honesty;
• Loyalty toward the organisation;
• Tenacity, Attendance & Punctuality;
• Needs to have resilience and must be optimistic;
• Be able to work accurately and effectively in a highly pressurised environment;
• Accountability and a team player;
• Good time management skills;
• Problem solving skills, by effectively identifying problems as soon as they arise;
• Ability to be able to think out of the box;

Take a look at the what the requirements for this amazing job are and if you meet them apply, apply, apply:

• Matric/Grade 12 or SAQA Accredited Equivalent Essential.
• 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
• 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
• RE 5 certificate.
• Proven sales track record.