Financial Planning Analyst/legal Help Desk
5 days ago
What will make you successful in this role? - Conduct financial needs analyses and drafting of plans by: o Gathering appropriate information regarding client’s needs and requirements o Analysing all relevant information obtained o Generating quality recommendations that are legislatively compliant - Create financial plans and solutions for presentation to clients through the Intermediaries or legal Consultants - Review and enhance work processes - Build and manage relationships with stakeholders - Conduct research, develop, and facilitate discussions or training when needed - Maintain the service level agreements established on the legal help deskThis specialist role collaborates with the legal consultant and other relevant internal stakeholders
- this role will fulfil a dual purpose of analyst and legal help desk. Provide a comprehensive and effective financial needs analysis, in a written format, of the external client’s current financial context and possible recommendations. The Financial Planning Analyst will engage with a number of elements relating to the client’s requirements, such as Business Assurance Planning, Estate Planning and Retirement Planning - where relevant, with the aim of providing a legislatively compliant analysis of the external client’s current financial scenario, with relevant recommendations. This role focuses on primarily supporting the legal consultants who work with financial intermediaries, who advise High Networth clients.
The role also aims to provide telephonic and electronic technical legal support to intermediaries (the client) and legal consultants, with the core aim of fielding their legislative/compliance/estate planning questions relating to the Sanlam product offering, by researching the enquiry via relevant internal stakeholders or electronic/hardcopy resources and packaging the information in an appropriate and easily understandable manner, when responding to the intermediary or legal consultant either directly or via the Legal Helpdesk.
Qualification and experience
- Grade 12 with Mathematics - B. Com LLB or LLB / qualified attorney (B. Com LLB preferred as a result of the commercial / numerical focus) will be advantageous - Post graduate Diploma in Financial Planning or in process
- 3-5 years’ relevant experience in Financial Service environment and Insurance Industry, specifically experience in Financial and Estate Planning
**Skills**:Financial calculations, projections, analyses - Financial Services Industry Knowledge - Insurance product knowledge - Sanlam Product Knowledge (retirement, investment and estate planning, business assurance). Must do annual Product accreditation on all relevant Sanlam products - Knowledge of income tax laws - Knowledge of estate planning environment / estate administration process - Knowledge of retirement rules and business assurance - Financial markets and instruments - Compliance laws and relevant requirements for Financial Services - Computer skills (MS office i.e., Word, Excel, PowerPoint)
Core competencies - Cultivates Innovation - Customer Focus - Drives Results - Collaborates - Being Resilient
**Job Types**: Full-time, Permanent
-
Help Desk Manager
3 days ago
Durban, South Africa Ditshaba Full time**ROLE OVERVIEW** This service area provides a single point of contact for users to access centralised information and support services, in order to handle troubleshooting issues, solve technical problems and address external queries. **DUTIES**: **Hardware Support** - Maintain and update the IT asset register **IT Training** - Perform basic operating...
-
IT Help Desk Technician
2 days ago
Durban, KwaZulu-Natal, South Africa Spinnaker Software Full timeWe are seeking a motivated individual to join our IT department as a Help Desk Technician. The successful candidate will be responsible for providing exceptional customer service, resolving technical issues, and maintaining high standards of professionalism.This role requires a strong understanding of computer systems and hardware, as well as effective...
-
Legal Counsellor
5 days ago
Durban, South Africa Scorpion Legal Protection (RF) Pty Ltd Full time**PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES** The purpose of this position is to assist members (clients) with legal advice and paralegal solutions to common problems within the parameters set by the Company and the Scorpion Legal Protection Membership Agreement. Key Responsibilities include, but are not limited to the following: **Consulting with...
-
Technical Support Analyst
6 days ago
Durban, South Africa Initiate International Full timeYour key **job** responsibilities as the **Technical Support Analyst** in **Durban** will include: - Respond to requests for technical assistance in person, via phone, electronically - Diagnose and resolve technical hardware and software issues - Research questions using available information resources - Advise user on appropriate action - Follow standard...
-
Service Desk Agent
3 days ago
Durban, South Africa Durban University of Technology Full time**Post: Service Desk Agents X2** **Ref: R262, R263** **One per, One Contract** **Minimum Requirements**: - Grade 12 or equivalent (NQF level 4) - Diploma in office administration (ideal) - Experience in Help/Service Desk and customer services/project management. **Summary of Duties(but not limited to)**: - Receives and attend to all requests from various...
-
Front Desk Financial Controller
6 days ago
Durban, KwaZulu-Natal, South Africa The Capital Hotels, Apartments & Resorts Full timeFront Desk Financial Controller Position SummaryThe Capital Hotels, Apartments & Resorts seeks a meticulous and tech-savvy Front Desk Financial Controller to manage the financial aspects of our front desk operations.Main Responsibilities:This role requires strong analytical skills to review and verify front office accounting records, prepare daily reports,...
-
Technical Support Analyst
3 weeks ago
Durban, South Africa Initiate international Full timeYour key **job** responsibilities as the **Technical Support Analyst** in **Durban** will include: - Respond to requests for technical assistance in person, via phone, electronically - Diagnose and resolve technical hardware and software issues - Research questions using available information resources - Advise user on appropriate action - Follow standard...
-
Graduate: Treasury Analyst
2 days ago
Durban, South Africa LexisNexis Full time-Accounting Analyst I Are you eager to work in the financial department of Lexis Nexis? About our Team - LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,300 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers.- About the...
-
Legal Counsellor
1 week ago
Durban, South Africa Scorpion Legal Protection (RF) Pty Ltd Full time**Job Title** Legal Counsellor **Location** Specialist Wills and Estates -Durban **Salary Grade** LA 1 **Reporting to** Branch Manager **Reporting staff** None **Type of Position** Permanent **Working hours** Mondays to Fridays from 08h00 - 16h30 Alternate Saturdays from 09h00 - 12h30 **PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES** The...
-
Legal Counsellor
3 weeks ago
Durban, South Africa Scorpion Legal Protection (Pty) Ltd Full time**PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES** The purpose of this position is to assist policyholders (clients) with legal advice and paralegal solutions to common problems within the parameters set by the Company and the Scorpion Legal Protection Policy Document. Key Responsibilities include, but are not limited to the following: **Consulting with...
-
Legal Counsellor
5 days ago
Durban, South Africa Scorpion Legal Protection (RF) Pty Ltd Full time**PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES** The purpose of this position is to assist members (clients) with legal advice and paralegal solutions to common problems within the parameters set by the Company and the Scorpion Legal Protection Membership Agreement. Key Responsibilities include, but are not limited to the following: **Consulting with...
-
Legal Counsellor Durban Contact Centre
3 weeks ago
Durban, South Africa Scorpion Legal Protection (RF) Pty Ltd Full time_**DETAILS OF THE VACANCY**_ **Job Title** Legal Counsellor **Location** Durban (Durban Contact Centre) **Salary Grade** LA Grade One (1) **Reporting to** Branch Manager **Reporting staff** None **Type of Position** Permanent **Working hours** Mondays to Fridays from 08h00 - 16h30 Alternate Saturdays from 09h00 - 12h30 **PURPOSE OF THE...
-
Legal Counsellor
5 days ago
Durban, South Africa Scorpion Legal Protection (RF) Pty Ltd Full time**PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES** The purpose of this position is to assist members (clients) with legal advice and paralegal solutions to common problems within the parameters set by the Company and the Scorpion Legal Protection Membership Agreement. Key Responsibilities include, but are not limited to the following: **Consulting with...
-
Legal Counsellor
2 days ago
Durban, South Africa Scorpion Legal Protection (RF) Pty Ltd Full time**PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES** The purpose of this position is to assist members (clients) with legal advice and paralegal solutions to common problems within the parameters set by the Company and the Scorpion Legal Protection Membership Agreement. Key Responsibilities include, but are not limited to the following: **Consulting with...
-
Legal Branch Manager
3 days ago
Durban, South Africa Scorpion Legal Protection (Pty) Ltd Full time**PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES** The purpose of this position is to manage a team of legal and administrative staff at a branch level, who are required to assist policyholders (clients) with legal advice and paralegal solutions to common problems, within the parameters as set by the Company and the Scorpion Legal Protection Policy...
-
Temp Legal Counsellor
6 days ago
Durban, South Africa Scorpion Legal Protection (Pty) Ltd Full time**PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES** The purpose of this position is to assist policyholders (clients) with legal advice and paralegal solutions to common problems within the parameters set by the Company and the Scorpion Legal Protection Policy Document. Key Responsibilities include, but are not limited to the following: **Consulting with...
-
Business Financial Analyst
7 days ago
Durban, KwaZulu-Natal, South Africa BLACK TIE RECRUIT Full time**Financial Analyst Position:**We are seeking a highly skilled Financial Analyst to join our team at Black Tie Recruit. As a Financial Analyst, you will be responsible for providing expert financial analysis and planning to support business decisions.**Key Responsibilities:**Develop and maintain financial models and forecasts to inform business...
-
Financial Analyst
1 week ago
Durban, South Africa Macdonald & Company Full timeWork alongside PropCo CEO to understand the feasibility of potential new developments! As a national FMCG retailer, our client boasts over 200 sites across the country which service the lower income market. They are enjoying unprecedented growth which has resulted in various internal promotions. In this way a space has become available to assist their real...
-
Financial Planning Manager
6 days ago
Durban, KwaZulu-Natal, South Africa Mayfly Agri (Pty) Ltd Full timeMayfly Agri (Pty) Ltd is a leading financial services group in Africa, seeking an experienced Regional Manager: Financial Planning to drive excellence in financial advisory services. This role demands a strong commitment to regulatory compliance, professional development, and best practices in financial planning.Key Responsibilities:Providing guidance and...
-
Senior Financial Analyst
2 days ago
Durban, KwaZulu-Natal, South Africa Unitrans Full time**Job Overview**Unitrans is seeking a skilled and experienced Senior Financial Analyst to join its team. As a key member of the finance department, you will be responsible for planning, budgeting, and forecasting financial results.The ideal candidate will have excellent analytical skills, strong business acumen, and the ability to interpret complex financial...