an independent Financial Brokerage, our client provides exceptional and unique services to professionals relationships and professional service it has provided it's clients for over 30 years. Responsibilities: of clients to meet and review their portfolio providing professional financial advice and offerings. Prospect the market to add to it's already extensive book Provide financial products and services in a professional financial plans tailored to individual client Provide advice on investment strategies, retirement planning
Job Profile Summary: To model, interrogate and provide insights on detailed cost and profitability information process improvements to contain and reduce costs Provide input into costing projects involving a segment execute profitability models and provide required reports for business Provide feedback to the business on processes Conduct review and scenario planning to provide guidance on budgetary process in terms of spend solutions to make organisational improvements Provide input into the development of the tactical strategy
role:
To model, interrogate and provide insights on detailed cost and profitability information
improvements to contain and reduce costs
qualification will be to your advantage (please provide us with statement of results)
A full job spec may be provided on request.
reclaims Coordinate the work of team members and provide on-the-job technical guidance and coaching to optimize corrective measures to maintain efficient operations, provide a high-quality service and mitigate operational control areas of risk Communicate, enforce and provide input to procedure, process, policy and risk documents review and validate plans Enrich communication to provide greater clarity, get sign off where required, and engagements, on request assist with research and provide inputs to Manager to inform event communication
reclaims
The main purpose of this role is to provide the full market analysis support to the Marketing Division required to analyse data, identify trends and provide such information to the business. Receiving forecasts customers. Extracting information from the system and provide information to the relevant team. Forecasting pricing off cost base). Collating price lists and providing feedback to the existing and new customers for
annual audits and tax affairs. Provide financial reports and analysis to provide decision support to management and high work efficiency. Salary and Benefits: Provide competitive salary based on experience and ability Generous employee benefits and reward plans. Provide good career development and promotion opportunities
respond timeously internally as well as to service providers. Assist with the reporting to the internal business and service providers. Build and maintain relationships with the external service providers when required derivatives, money market), System and platform providers (Bloomberg, Morningstar etc) BCom Degree (Preferable
ensuring compliance with regulatory standards, providing strategic financial advice as well as manage trusts