Manager: Planning and Analysis (Financial Services) This position is limited to BBBEE candidates due Location: Pretoria, Gauteng A reputable financial services institution has an exciting opportunity available Planning and Analysis Division within the Financial Services Department (FSD) of the group to ensure the effective Consolidations and Reporting Experience within a Financial Services environment . Knowledge and skill in – Quality
business continuity management, within the financial services industry. Permanent Employment (Office Based)
Manager/Team Leader to manage a growing financial services team based in Pretoria. Our reputable client in 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. An
AND RESPONSIBILITIES? · Coordinating and taking care for a certain market rollout in all belongings of collection sheets are filled out (master data & customizing) · Ensures business and technical roll-out activities
strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. All documents required. Review customer portfolio review reports in conjunction with changes in customer circumstances and service process. Ensure report is accurate and that investment strategy is meeting customer's objectives objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where undertaken. Review customers risk coverage in conjunction with changes in customer circumstances and risk
strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. All documents required. Review customer portfolio review reports in conjunction with changes in customer circumstances and service process. Ensure report is accurate and that investment strategy is meeting customer's objectives objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where undertaken. Review customers risk coverage in conjunction with changes in customer circumstances and risk
Improve employees on their client relations and services. 2.4. Ensure that all employees are trained and All client businesses receive a high value-added service from the company. 3.4. Ensure minimal client complaints management tools should be utilized and followed with care. - Degree: BCOM Accounting - Completed SAIPA Articles
provide financial, administrative, and clerical services. Record day to day financial transactions and ledger, customer ledger, cashbook and general ledger. Ensure timely reconciliation of the customer billing Assisting debtors and creditors administrators with customer and supplier queries. Perform debit order reconciliation
abilities, especially when dealing with customers. Customer relationships. Proven ability to work independently Analytical skills. Adaptability. Listening skills. Customer service. Reconciling. Collaboration. Compliance. Collection
Compliance Annual policy reviews and renewals Customer service PLEASE NOTE THAT ONLY SHORTLISTED CANDIDATES