Finance Consultant

2 weeks ago

Cape Town, South Africa Precision Placements Full time

**FINANCE CONSULTANT - BANKING**

**WESTERN CAPE**

**CORE PURPOSE OF THE JOB**

To market and sell the Banks asset-based finance products including residential properties, small equipment, and motor vehicle finance for individuals within the respective region and ensure excellent service to customers and adherence to the banks policies and procedures.

**MAIN FUNCTIONS OF THE JOB**

**Finance Administration**
- Prepares Finance advances submissions in terms of procedural guidelines and full compliance with the Banks requirements.
- Finalises approved deals by following the Banks procedural guideline.
- Undertakes for invoicing and recovery of all fees due to the Bank.
- Interacts pro-actively with other departments in order to manage workflow.
- Updating deals on Computer system as and when required.
- Attends to all administrative issues required in terms of the Banks policies for all approved deals and interacts with clients to obtain signatures post approval of the finance of a deal.
- Ensures that all required information from clients are obtained timeously.
- Facilitation of signing legal agreements at the convenience of the client.
- Ensures clients are kept in the loop of every stage of their finance transaction and proactively ensure that the process is followed.
- Assist with the recovery of arrear clients

**Sales and Marketing**
- Ensures finance Sales budgets are met.
- Grows the Banks Finance book in terms of, Residential Property, Small equipment, and Motor Vehicle Finance by sourcing new clients as well as servicing existing clients by offering them additional financing/services
- Acquires new clients by requesting qualified leads from existing clients and leads generated internally
- Cross selling of all the Banks products by forwarding leads to all relevant departments.

**Client Relationship Management**
- Develops constructive and cooperative working relationship with clients and maintaining them over time.
- Attends to all clients’ financial requests and queries.
- Provides an efficient and effective service to all clients at all times in order to promote the Banks services.
- Manages/Handles difficult client queries via face-to-face communication with walk in clients or by visiting clients and addresses client concerns by listening to any concerns/complaints in an efficient and appropriate manner in line with the professional image of the bank and providing an effective solution to the benefit of both the bank and the client.
- Attend client/bank functions as and when required

**QUALIFICATIONS**
- A Bcom degree or Relevant Qualifications in Business Management will be required to meet the requirements of the role at the highest level of competence.
- Driver’s licence is a requirement.
- Financial Advisory and Intermediary Services Act (FAIS) compliant would be an advantage.

**PREFERRED EXPERIENCE**
- Minimum of 3 - 5 years’ experience within a financial services institution in a Sales position.
- General Banking experience would be an advantage.

**KNOWLEDGE**
- Full product knowledge on all the Banks asset-based products
- Microsoft Office
- Bank Policies and Procedures
- Credit Policies and Procedures
- Legal Policies and Procedures
- National Credit Act (NCA)
- Financial Intelligent Centre Act (FICA)policies & procedures

**Job Types**: Full-time, Permanent

**Education**:

- Bachelors (required)

**Experience**:

- Financial Services: 2 years (required)

  • Commercial Finance Telesales Consultant

    6 days ago

    Cape Town, South Africa Recruitment Legends Full time

    Commercial Finance Telesales Consultant Cape Town Central R12 000 pm + Excellent commission Companies specializing in SME Commercial Finance seek a Commercial Finance Specialist to market to lenders, to CEOs. This is purely outbound hunting for business. You will need to speak fluent English and have Commercial Finance experience. The top salespeople...

  • Tax manager: South Africa

    Found in: Talent ZA C2 - 2 weeks ago

    Cape Town, South Africa TFG Finance and Advisory Full time

    Position Description:Tax manager: South Africa Requirements and Responsibilities: The following sets out the requirements and skills for a Tax Manager: South Africa RequirementsEducational requirement: Qualified CA(SA) with a post graduate qualification in Tax.Prior experience or demonstrated proficiency with leading a Tax team, holding at least 5 years...

  • Financial Analyst

    Found in: Talent ZA C2 - 2 weeks ago

    Cape Town, South Africa Independent HR Consultant Full time

    FINANCIAL ANALYST - In OFFICE in Paarl An exciting opportunity exists to join this client in the Pharmaceutical industry in the beautiful PAARLObjectivesThe Financial Analyst provides accurate and data-based information based on company’sprofitability, solvency, stability and liquidity. Financial analysts are responsible for trackingfinancial performance...

  • Recruiter Specialising in Finance

    3 days ago

    Cape Town, South Africa Anthony Kettle Full time

    Published - Feb 6, 2023 - Location - Cape Town, South Africa - Category - Business - Job Type - Full-time - Salary Type - Monthly Salary - Salary - R33 000 - R35 000 **Description**: **Recruiter specialising in Finance** **R33 000 - 35 000 pm** UK based recruitment company, specialising in finance placements seeks a highly motivated and experienced...

  • Junior Accountant/ Bookkeeper

    Found in: beBee jobs ZA - 1 week ago

    Cape Town, Western Cape, South Africa Marvel Placement Consultant Full time

    Marvel Placement Consultant's job vacancy, Career and RecruitmentJob title : Junior Accountant/ Bookkeeper jobs in Western CapeJob Location : Western Cape, Cape TownDeadline : May 04, 2024Quick Recommended LinksJobs by LocationJob by industries Junior Accountant/BookkeeperWe are recruiting for a Junior Accountant in Maitland to join a well-established...

  • Senior Manager: Finance Transformation

    Found in: Talent ZA C2 - 2 weeks ago

    Cape Town, South Africa KPMG-SouthAfrica Full time

    KPMG South Africa is a multinational firm with an ambition to be the most trusted and trustworthy professional services firm in the world. KPMG is investing aggressively in the Western Cape Advisory market - this led to us restarting our Digital Consulting business in the Western Cape in April 2023. We currently have three team members on the ground in Cape...

  • Junior Accountant/ Bookkeeper

    Found in: beBee S ZA - 4 weeks ago

    Western Cape, Cape Town, South Africa Marvel Placement Consultant Full time

    Marvel Placement Consultant’s job vacancy, Career and Recruitment Job title : Junior Accountant/ Bookkeeper jobs in Western Cape Job Location : Western Cape, Cape Town Deadline : May 04, 2024 Quick Recommended Links Jobs by Location Job by industries Junior Accountant/Bookkeeper We are recruiting for a Junior Accountant in Maitland to join a...

  • Junior Accountant/ Bookkeeper

    Found in: beBee S ZA - 3 weeks ago

    Western Cape, Cape Town, South Africa Marvel Placement Consultant Full time

    Marvel Placement Consultant’s job vacancy, Career and Recruitment Job title : Junior Accountant/ Bookkeeper jobs in Western Cape Job Location : Western Cape, Cape Town Deadline : May 04, 2024 Quick Recommended Links Jobs by Location Job by industries Junior Accountant/Bookkeeper We are recruiting for a Junior Accountant in Maitland to join a...

  • Finance Manager

    Found in: Whatjobs ZA C2 - 5 days ago

    Cape Town, South Africa Dante Personnel Full time

    Minimum requirements: Minimum qualification: BCom in Finance or Accounting or any related field Minimum 5 years' experience as a Financial Manager Minimum 5 - 10 years' accounting experience Import and export experience is essential Computer literate and very proficient in MS Office Drivers license and own reliable transport Business level English ...

  • Finance Manager

    Found in: Talent ZA 2A C2 - 2 weeks ago

    Cape Town, South Africa Dante Personnel Full time

    Minimum requirements: Minimum qualification: BCom in Finance or Accounting or any related fieldMinimum 5 years' experience as a Financial ManagerMinimum 5 - 10 years' accounting experienceImport and export experience is essentialComputer literate and very proficient in MS OfficeDrivers license and own reliable transportBusiness level EnglishConsultant:...

  • Finance Manager

    Found in: Adzuna ZA B C2 - 1 week ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Minimum requirements: Minimum qualification: BCom in Finance or Accounting or any related fieldMinimum 5 years' experience as a Financial ManagerMinimum 5 - 10 years' accounting experienceImport and export experience is essentialComputer literate and very proficient in MS OfficeDrivers license and own reliable transportBusiness level...

  • Finance Administrator

    Found in: Talent ZA C2 - 4 days ago

    Cape Town, South Africa DLK Group (PTY) Ltd Full time

    IntroductionWe are currently hiring for a Finance Administrator, and this role requires working on-site. It's based in Pinelands, Cape Town.As a Finance Administrator, you will be responsible for managing financial transactions, processing invoices, maintaining accurate financial records, and supporting the finance team. You will utilize Xero as our finance...

  • Finance Administrator

    Found in: Talent ZA C2 - 4 days ago

    Cape Town, South Africa DLK Group Full time

    Job Description Introduction We are currently hiring for a Finance Administrator, and this role requires working on-site. It's based in Pinelands, Cape Town. As a Finance Administrator, you will be responsible for managing financial transactions, processing invoices, maintaining accurate financial records, and supporting the finance team. You...

  • Finance Lead

    6 days ago

    Cape Town, South Africa OceanHub Africa Full time

    **Who we are**: OceanHub Africa (OHA) is an ocean-impact catalyst, blending entrepreneurship support programs and impact innovation ecosystem development. We are on a mission to inspire and support African-based, ocean-minded small and start-up businesses with the express aim of nurturing an environmentally conscious and profitable economy that effectively...

  • Finance Manager

    Found in: Whatjobs ZA C2 - 5 days ago

    Cape Town, South Africa Network Recruitment Full time

    Are you passionate about numbers and eager to make a tangible impact in the manufacturing sector? We're seeking a dynamic Finance Manager to join our team and lead financial operations towards greater efficiency and profitability.About Us: We are pioneers in the manufacturing industry, dedicated to innovation and excellence. With a rich history of...

  • Recruitment Consultant

    1 week ago

    Cape Town, South Africa Talent Shore Full time

    This is a fully remote position and all hardware will be provided **Main duties and Responsibilities**: - Writes, places and updates adverts to achieve the best sourcing results - Meets and exceeds agreed KPIs and targets - Identifies and progresses leads as required - Administration Support and Compliance **Requirements**: - Minimum 2 years of...

  • Local Technical Consultant, South Africa

    2 days ago

    Cape Town, South Africa ThinkWell Full time

    ThinkWell seeks a technical expert who understands public financing and funding in South Africa, specifically how a government’s health budget is developed, decided, and executed. This expert should be able to frame the current landscape, determine the government’s challenges and priorities, and identify the policy reforms that are underway or have been...

  • Finance Manager: Operations and Projects

    Found in: Talent ZA 2A C2 - 2 weeks ago

    Cape Town, South Africa Network Recruitment Full time

    Four month contract.The ideal candidate is exceptionally detail-oriented, hands-on and able to manage multiple responsibilities simultaneously. This is not a typical finance reporting and compliance role but is operationally focused to implement systems, processes, controls and procedures to support the business objectives.Duties & Responsibilities:Reconcile...

  • Finance Manager: Operations and Projects

    Found in: Whatjobs ZA C2 - 5 days ago

    Cape Town, South Africa Network Recruitment Full time

    Four month contract. The ideal candidate is exceptionally detail-oriented, hands-on and able to manage multiple responsibilities simultaneously. This is not a typical finance reporting and compliance role but is operationally focused to implement systems, processes, controls and procedures to support the business objectives.Duties & Responsibilities: ...

  • Finance Manager: Operations and Projects

    Found in: Adzuna ZA B C2 - 1 week ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Four month contract.The ideal candidate is exceptionally detail-oriented, hands-on and able to manage multiple responsibilities simultaneously. This is not a typical finance reporting and compliance role but is operationally focused to implement systems, processes, controls and procedures to support the business objectives.Duties & Responsibilities:Reconcile...