Sales Manager/Team Leader to manage a growing financial services team based in Pretoria. Our reputable or Business Science degree At least 7 years (Financial Services - Life Insurance industry) experience experience Experience in management of a financial services team. Proven leadership and team management experience experience. An all-round knowledge of the Financial Planning Industry RE Exams and knowledge of statutory
of interns that want to have a career in the financial services industry Create a curriculum (internship developing relevant documentation, procedures, and systems to support trainees. Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside organization. Keep up to date with financial product information. Interns to be placed under the supervision in Financial Planning with CFP status RE5 Experience: Min of 5 years' experience in the financial services
transactions Financial Diploma Highly computer literate Excell experience Knowledge of ERP systems (Sage 200
analysis, interpretation, and presentation of financial information, contributing to criminal investigations Analyse, interpret, summarise, and present financial information and relevant data, ensuring clarity and investigation of patterns and connections within financial data, aiding in the detection of potential irregularities processes. • Determine relevance and completeness of information or evidence and identify gaps under guidance findings. • Investigate and contextualise financial information / evidence in support of law enforcement
Your:
Debtors Controller and Administrator With your financial savvy, conquer tasks related to managing debts daily balance reporting. Update client information in finance systems, including bank and VAT details. Conduct accurate capture of terms in the system. Maintain and update filing systems. Assist in reconciling intercompany Job Experience and Skills Required: Completed Diploma in Accounting and related field . 3 years' experience in a similar role in finance. Knowledge of a MDA system. Must be able to manage a team. If you are interested
Debtors Controller and Administrator With your financial savvy, conquer tasks related to managing debts daily balance reporting. Update client information in finance systems, including bank and VAT details. Conduct accurate capture of terms in the system. Maintain and update filing systems. Assist in reconciling intercompany Job Experience and Skills Required: Completed Diploma in Accounting and related field . 3 years' experience in a similar role in finance. Knowledge of a MDA system. Must be able to manage a team. If you are interested
roles, with a focus on month-end procedures and financial analysis. Advanced proficiency in Microsoft Excel complex financial information effectively to non-financial stakeholders. Experience with ERP systems (e.g reconciliations, and financial statement analysis. Prepare accurate and timely financial reports and packs packs for management review. Analyse financial data and trends to identify variances and areas for improvement improvement. Assist with budgeting, forecasting, and financial planning activities. Provide support for internal
roles, with a focus on month-end procedures and financial analysis. Advanced proficiency in Microsoft Excel complex financial information effectively to non-financial stakeholders. Experience with ERP systems (e.g reconciliations, and financial statement analysis. Prepare accurate and timely financial reports and packs packs for management review. Analyse financial data and trends to identify variances and areas for improvement improvement. Assist with budgeting, forecasting, and financial planning activities. Provide support for internal
support in basic financial planning. Financial Planning support Formulate effective financial plan documents customer's objectives. Ensure customer is kept well informed and that all necessary actions are recommended product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended Gather Policy information Compile a summary of information Research product information Handling and solving CRM systems BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences