FinGlobal careers

At FinGlobal we’ve never had vacancies to fill. From day one there were new opportunities to be taken up!

FinGlobal opportunities

When we started the business in 2010 there were 3 of us and now the team-count’s breaking into the 70’s! Staff turnover probably adds up to half a dozen in 5 years and it’s not vacancies we have to fill – it’s opportunities for keen spirited, like-minded people… If waking up in the morning to help fellow South Africans on their journey to financial freedom is what drives you, then your seat is waiting to be filled.

We don’t call it working – we call it adding quality to people’s lives.

Vacancy: Salesforce Developer (back-end)

The Salesforce Developer will form part of the Information Communications & Technology (ICT) team. He/she will be responsible for enhancing the FinGlobal Salesforce System, C4, by writing Apex code, designing Visual Force Pages and doing Salesforce Configuration. The main function of this role is to refine the workflow processes and be involved in deployment of new releases into production.

Key Accountabilities

Development and enhancement of C4, FinGlobal’s Salesforce implementation of Sales and Service Cloud

  1. Develop and enhance C4, by writing Apex Code,
  2. Develop and enhance interfaces between Salesforce and external systems involving REST and SOAP Web services, API’s and plugins.
  3. Develop and enhance C4 by doing Salesforce Configuration.
  4. Develop and enhance C4 by configuring our Workflow system – Work Relay.
  5. Manage Roles, Permissions and Account teams in Salesforce.
  6. Manage Source Control using Github.
  7. Do deployments of new releases from Dev, to Pre-prod and Production.
  8. Do peer review all configuration and development in terms and coding standards before it is promoted to production to ensure the quality of functionality.
  9. Implement IS security policy and ensure all measures in place to secure FinGlobal Group information assets.
  10. Design all custom development according to best practice
  11. Implement and adhere to Architectural Standards.
  12. Take part in all aspects of Software Development Lifecycle; Groom, Design, Plan, Develop, Write unit tests, document and Deploy according to Specifications and Standards.
  13. Update project team & business on status on delivery as per the agile methodology.
  14. Adhere to test driven development principles, doing continuous integration.
  15. Adhere to architectural standards and development best practices ito tool utilised, source code management and configuration and coding standards.
  16. Perform Salesforce Process automations using amongst others workflows, visual flows, VF pages, APEX code, scripting.
  17. a) Create integration deliverables – architecture diagrams, integration user stories, technical specifications and requirements documentation.
  18. b) Configure and customise Community and Partner Portals in line with business requirements.
  19. c) Configure dashboards and reports for operational reporting on Salesforce.
  20. d) Integrate Business Intelligence (BI) tool on Salesforce and configure and develop business intelligence reporting as required.
  21. e) Ensure ease of maintenance by implementing best practice and architectural standards to limit the necessity for customization.

Compliance

  1. Comply with all company standard operating procedures (SOPs), policies, guidelines and procedures.
  2. Comply with all regulatory rules including but not limited to FSB, FAIS and SARB (where relevant & applicable).

Key Performance Indicators (KPI’s)

Proficiency in this role may be measured using some or all the stated KPI’s; but, also not limited or restricted to those indicated in below table.

KPI Reason Description
90% “Bug-free” deployment per release for web site and Salesforce updates. Ongoing ease of system maintenance Measure ‘come-backs’ and potential issues after each update.
Quality of interaction and communication with internal stakeholders To promote effective communication and interactions with internal stakeholders 360° review of communication and interactions with internal stakeholders

Key Relationships

Internal and external relationships; level of interaction and purpose.

Internal
Primary

·   Head of Information & Communications Technology (ICT) – to seek advice, direction and guidance on delivery of successful project outcomes.

Secondary

·   Information & Communications Technology (ICT) team members – interact, communicate and lead, to ensure successful delivery of project/program outcomes.

·   Risk and Compliance – to consult and seek advice on financial / business risks, controls, mitigating actions and response.

External
·   Salesforce system integrators (Salesforce.com).

·   Technical resources from external companies including all systems C4 interface with.

·   Technical resources from Bidvest Bank.

Core Competencies

At FinGlobal Group, we have identified the competencies that are required to be successful. These competencies help define how we do our role and recognise the behaviours that we need to display on a daily basis. The required competencies for this role are:

Competency Description
Managing Relationships Works to build and maintain warm, friendly and constructive relationships with colleagues and business partners; is responsive to the needs, feelings and opinions of others.
Ability to plan and organize Able to prioritize and plan multiple tasks and yet be flexible and adaptable in revising plans and priorities on short notice in order to achieve objectives.
Sense of urgency Able to cope with pressure and show ability to deal with urgent matters.
Action Orientation Initiates action to achieve objectives within set deadlines and pro-actively takes responsibility for achieving work objectives and shows willingness to go the extra mile.
Decision-making Able to come to a conclusion or decision, whether it be to further an investigation or for purposes of recommendation / escalation to management.
Resilience Able to tolerate and persevere in a reactive environment. The tolerance to deal with conflicting information. Displaying the perseverance, energy and drive to persist, despite interruptions and unforeseen / unexpected changes until tasks have been successfully completed. Able to deal with ambiguity.
Systems knowledge Web Development competency
Product Knowledge Knowledge of the products and/or services FinGlobal Group offers to their customers locally and internationally.
Adaptability Willingness to learn and adjust to a changing work environment.
Co-operation & teamwork Co-operative in planning and striving to see that the goals and objectives of the company are being realized.

Required Skills and Knowledge

The candidate should have proven expertise in both business and technical facets of the role including:

  1. Relevant tertiary qualifications in Computer Science, Information Systems, Electronic Engineering or another related field required. Degree will take preference over diploma/certificate
  2. Salesforce development certification required.
  3. Salesforce development competency, development on Force.com platform, Apex Code/ Visual Force.
  4. Salesforce deployment competency (source control competencies and Java development experience)
  5. API/ Interface development – Experience with Rest API’s; SOAP API’s
  6. Product experience required Salesforce (CRM),
  7. Product experience recommended Work-relay (work-flow), Github (service control tool)
  8. Sound software development, information systems and enhancement work experience.
  9. Demonstrated ability to apply well developed analysis to solve complex problems and/or deliver innovative solutions.
  10. Demonstrated ability to distil complex issues into succinct and easily understood language that convey key messages successfully at all levels of the organisation.
  11. Demonstrated experience in delivery of testing services, and a detailed understanding of system development lifecycle in particular the role of transition assurance in successful delivery of projects and releases.
  12. Demonstrated ability for systems integration, with solid experience in system specification and design.
  13. Solid communication skills, both verbal and written (English & Afrikaans) with sound grammar and spelling. The ability to write clearly and communicate with ease.
  14. Proven ability to build a rapport with stakeholders at all levels across the business.
  15. Ability to work as a team member and contribute towards the success of team goals.
  16. Demonstrated inclusive, collaborative and engaging approach; including the ability to consult, facilitate, negotiate and influence with a broad range of people at all levels in a medium sized corporate environment.
  17. Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
  18. Experience managing multiple projects and minor work requests within governance and risk frameworks.
  19. The ability to remain calm in dynamic situations.

Additional information

Employment Engagement

This is a permanent position with FinGlobal Group. The incumbent will be employed under an employment contract which specifies employment terms and conditions including salary.

Workplace Health and Safety

The role holder of this position must comply with workplace health and safety requirements and policies.

As part of your role, you will also ensure other team members also comply with FinGlobal Group workplace health and safety requirements and policies.

Risk and Compliance

As a primary role-player in the process of complying with regulatory requirements your responsibility is to be conversant with, and to implement the requirements specific to your role; including the continues identification, analysis and escalations of risks within your team. As part of the normal performance review cycle, you will also encourage and reward open and transparent reporting of errors and behaviours which contribute positively to the desired risk and compliance culture.

**All applications should include the following:

  • CV
  • certified copies of qualifications
  • ID
  • reference letters.
Vacancy: Customer Services Representative (CSR)

We currently have two positions available:

The Role:

The Customer Services Representative (CSR) is a key member of the Sales & Operations team reporting to the Team Leader. This role is responsible for the end-to-end delivery of customer outcomes. This role will facilitate and administer all processes necessary to achieve mutually agreed customer outcomes. It will furthermore act as conduit between the business and its customers (after customer accepts quote for service/s), taking responsibility for all communications to ensure information is supplied to FinGlobal Group in a prompt fashion whilst also keeping customers informed on progress until outcomes are successfully achieved. This role requires the incumbent to liaise with customers, internal staff and external service providers and partners.

Key Accountabilities

Deliver customer solutions

  • Emigration
  1. Facilitate the financial emigration of customers to enable the transfer of funds held in product/s from locally based financial institutions to a nominated foreign bank account.
  • Insurance, Financial Planning and Investments
  1. Facilitate the surrender of customer retirement annuities held with South African based insurance companies.
  2. Facilitate the surrender of all other customer held policies with South African based insurance companies.
  3. Facilitate the transfer of customer section 14 funds and/or Preservation fund solutions and/or transfer of pension to new retirement annuity.
  4. Obtain final values for financial products (e.g. policies).
  5. Identify and facilitate cancellation of cessions on customer policies and/or change of ownership.
  6. Administer paid-up policies.
  7. Handle communication with bank and/or insurer regarding cession cancellations and paid-up requests.
  8. Execute retirement claims, retirement investments and deferred pensions.
  9. Support Financial Planning and Investments specialist to institute new investment/s for customers.
  10. Support Financial Consultants (FC) to obtain customer specific information regarding the insurance and/or investment products they have in South Africa. Work collaboratively with Financial Consultants (FC) on all matters that will enable value to be realised for the customer and FinGlobal Group alike.
  • Banking & Foreign Exchange
  1. Facilitate the transfer of a private customer allowance (within exchange control rulings) – SDA (Private customers – Bidvest Bank only).
  2. Facilitate the transfer of a private customer allowance (within exchange control rulings) – FIA (Private customers – Bidvest Bank only).
  3. Facilitate the transfer of a private customer allowance (within exchange control rulings) – Special Applications (Private customers – Bidvest Bank only).
  4. Facilitate the encashment process via SDA/FIA for monies in Preservation funds, Endowments and Unit Trusts (Bidvest Bank only).
  5. Execute foreign exchange processes for customers with bank accounts other than Bidvest Bank.

Customer communication

  1. Obtain sign-off from Financial Consultant/s (FC) on the processes to commence that will enable FinGlobal Group to meet their service outcome obligations as agreed to with customer/s.
  2. Establish good customer report and maintain a professional relationship end-to-end.
  3. Provide clear, accurate and consistent communication, enabling customers to respond with information, feedback, documentation, etc. in a prompt fashion.
  4. Guide and assist customers with the completion of their Personal Data Form (PDF) or similar.
  5. Regularly follow-up with customers to reduce service turn-around time.
  6. Keep customers informed on progress.
  7. Connect customers with internal specialists (if necessary) and follow-up on progress of service rendered.
  8. Ensure customer ‘notes’ are entered into CRM system.
  9. Ensure all assigned open notes and emails are adequately addressed within agreed timeframes and closed/saved when resolved (actively manage open notes and emails).
  10. Update electronic customer files with the appropriate documentation.
  11. Intercept calls on behalf of colleagues when absent from workstation.
  12. Adhere to FinGlobal Group customer communication guidelines.

Training and development

Available and willing to be trained in existing and new processes that may be added to the FinGlobal Group suite of products/services from time to time.

Compliance

  1. Comply with all company standard operating procedures (SOPs), policies, guidelines and procedures.
  2. Comply with all regulatory rules including but not limited to FSB, FAIS and SARB.

Key Performance Indicators (KPI’s)

Proficiency in this role may be measured using some or all the stated KPI’s; but, also not limited or restricted to those indicated in below table.

KPI Reason Description
Lead time To actively manage and continuously improve process turn-around-time Number of customer requests in WIP divide by average completion rate
Revenue realised To direct effort on outcomes, adding value to customers and the business respectively Total revenue realised based on the number and value of transactions completed on a monthly, quarterly and annual basis
Customer service cancellations To work collaboratively with Financial Consultants (FC) to ensure customer requirements are met. Getting this right will contribute towards the reduction of rework and improvement of process turn-around-times Number of customers who cancelled their services with the business after service delivery has commenced
Quote accuracy Number of customer transactions where a difference between the ‘quoted service fee’ and ‘actual service fee’ were noted
Quality of customer interaction and communication To promote effective customer communication and interaction (to establish high quality customer relationships to ignite cooperation and urgency towards achieving outcomes) Peer and management review to determine the quality of customer communication and interaction
Quality of communication and interaction with ‘Sales & Customer Services’ staff To promote effective communication and interactions with ‘Sales & Customer Services’ staff 360° review of communication and interaction with ‘Sales & Customer Services’ staff

Key Relationships

Internal and external relationships; level of interaction and purpose.

Internal
Primary

·   Team Leader – to seek advice, direction and guidance on delivery of successful customer outcomes.

·   ‘Sales & Customer Services’ team members – to ensure customer requirements are met within expected timeframe and quality standards.

·   Financial Consultant/s (FC) – to ensure customer needs and requirements are well understood and changes in customer circumstances are acknowledge and appropriately actioned and dealt with.

Secondary

·   CRM system (Salesforce) support – to liaise with subject matter experts to ensure the system is continuously improved to ensure more effective processes and data integrity.

·   Business Intelligence & Reporting – cooperate with subject matter experts to enhance customer insights capability, organisation wide.

·   Risk and Compliance – to consult and seek advice on financial / business risks, controls, mitigating actions and response.

 

External
·   Customers.

·   Service providers and partners.

Core Competencies

At FinGlobal Group, we have identified some competencies to be successful in this role. These competencies help define the behaviours you need to display daily. The required competencies are:

Competency Description
Managing Relationships Works to build and maintain warm, friendly and constructive relationships with colleagues and business partners; is responsive to the needs, feelings and opinions of others.
Ability to plan and organize Has to be able to prioritize and plan multiple tasks and yet be flexible and adaptable in revising plans and priorities on short notice in order to achieve objectives.
Sense of urgency Able to cope with pressure and show ability to deal with urgent matters.
Action Orientation Initiates action to achieve objectives within set deadlines and pro-actively takes responsibility for achieving work objectives, as well as shows willingness to go the extra mile.
Decision-making Able to come to a conclusion or decision, whether it be to further an investigation or for purposes of recommendation / escalation to management.
Resilience Able to tolerate and persevere in a reactive environment. The tolerance to deal with conflicting information. Displaying the perseverance, energy and drive to persist, despite interruptions and unforeseen / unexpected changes until tasks have been successfully completed. Able to deal with ambiguity.
Systems knowledge Familiar and proficient with MS Office (Outlook, Word, PowerPoint and Excel). Sound understanding and proficiency with FinGlobal Group CRM system (Salesforce).
Product Knowledge Advance knowledge of the products and/or services FinGlobal Group offers to their customers locally and internationally.
Adaptability Willingness to learn and adjust to a changing work environment.
Co-operation & teamwork Co-operative in planning and striving to see that the goals and objectives of the company are being realized.

 

Additional Skills and Knowledge

It is desirable that the candidate have proven expertise in both business and technical facets of the role including:

  1. Grade 12 or equivalent. Completion of Financial Advisory and Intermediary Services (FAIS) act, and Financial Intelligence Centre Act (FICA) training essential.
  2. >2 years’ experience in reasonably complex process orientated environment and of which at least 2 years must be within the Financial Services industry.
  3. Knowledge and experience with sales techniques/strategies to meet customer/business needs and objectives.
  4. Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
  5. Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
  6. Strong attention to detail and follow through.
  7. Excellent telephone manner and confident on the phone.
  8. High degree of initiative and motivation.
  9. Demonstrated inclusive, collaborative and engaging approach; including the ability to consult, facilitate, negotiate and influence a broad range of people at all levels in a medium sized corporate environment.
  10. An ability to work under pressure in a rapidly changing environment.
  11. Solid stakeholder management skills and ability to develop trusted and enduring relationships with customers.
  12. Sophisticated communications skills, both verbal and written (English and Afrikaans) with excellent grammar and spelling.
  13. Ability to write clearly, courteously and professionally as well as heightened e-mail etiquette.
  14. Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm in dynamic situations and project with sunny poise and aura.
  15. Demonstrated and applied knowledge of relevant regulatory and compliance frameworks.

 

Additional information

Employment Engagement

This is a permanent position with FinGlobal Group. The incumbent will be employed under an employment contract which specifies employment terms and conditions including salary.

Workplace Health and Safety

The role holder of this position must comply with workplace health and safety requirements and policies.

As part of your role, you will also ensure other team members also comply with FinGlobal Group workplace health and safety requirements and policies.

Risk and Compliance

As a primary role-player in the process of complying with regulatory requirements your responsibility is to be conversant with, and to implement the requirements specific to your role; including the continues identification, analysis and escalations of risks within your team. As part of the normal performance review cycle, you will also encourage and reward open and transparent reporting of errors and behaviours which contribute positively to the desired risk and compliance culture.

Let us call you for a FREE consultation

We’ll answer all your questions. Your personal consultation is completely free and without obligation.

Please Call Me
Request a call back        Please Call Me