Financial Consultant

3 weeks ago

Tygervalley, South Africa Sanlam Full time

Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier. What will you do?
This Financial Consultant will be responsible for the issuing and payments of invoices, capturing journal and month-end tasks and reporting within the Finance Reporting team. What will make you successful in this role?
The following outcomes will be expected to be achieved by the Financial Consultant.
- Fiduciary Invoicing, Statements and Debtors Management
- Settlement and management of inter-company loan balances
- Facilitating the transfer of assets
- Responsible for month-end tasks i.e. applicable calculations and journals
- Cost Centre reporting
- Check for and amend changes in Vendors
- Assisting manager with the Life reporting requirements
- Assist in Additional reporting requirements for SDM and Safrican
- Assist with audit queries
- Various ad hoc tasks

Qualifications and experience
- B.Com. or relevant financial qualification
- 2-3 years’ experience within in financial services industry
- Intermediate Computer skills (MS Excel and SAP)

Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- High Attention to detail
- Keeping to deadlines
- Problem-solving and analysis skills
- Initiative
- Performance driven
- Ability to work under pressure

Attributes
- Honesty, integrity and respect
- Positive enthusiastic can-do attitude
- Ability to co-operate and thrive both within an independent and team environment Qualification and Experience Degree with 3 years experience. Knowledge and Skills Recording of financial Transactions Reconciliations and query resolution Compliance with SOP's and SLA's Authorisation of transactions within mandates Personal Attributes Manages conflict - Contributing independently Demonstrates self-awareness - Contributing independently Optimises work processes - Contributing independently Action orientated - Contributing independently Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time

**Closing Date**: 10 March 20 Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

  • Financial Consultant

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Relations Consultant

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Services Consultant Operations: Maintenance

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

  • Business Consultant: Business Change

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Services Consultant Operations: Alterations

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Relationship Consultant: Niche

    24 hours ago

    Tygervalley, South Africa Sanlam Full time

    **Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Service Consultant: Niche

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Office Manager

    4 weeks ago

    Tygervalley, South Africa Exceed Recruitment and Human Resource Consultants Full time

    **Reference**: 9219 MLR **Consultant**: Michelle le Roux Being the face of the business in the front of house Answer phone calls and greet guests Arrange and manage travel, accommodation and transport for staff members locally and internationally Schedule meetings and manage calendars for the Managing Director and professional team on request Organise...

  • Actuarial Consultant

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Office Manager

    4 weeks ago

    Tygervalley, South Africa Exceed Recruitment and Human Resource Consultants Full time

    **Reference**: 9219 MLR **Consultant**:Michelle le Roux - Being the face of the business in the front of house - Answer phone calls and greet guests - Arrange and manage travel, accommodation and transport for staff members locally and internationally - Schedule meetings and manage calendars for the Managing Director and professional team on request -...

  • Client Service Consultant: Email Team

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    **Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • HR Business Partner

    3 weeks ago

    Tygervalley, South Africa PSG Konsult Full time

    Company industry: Financial Services Job location: Bellville Career level: Intermediate Employment status: Full Time Qualification: Diploma / Degree Years of experience: 3 years PSG's commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In...

  • Business Development Coordinator Life Investments

    5 days ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Senior Research and Investment Analyst

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    **Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • IT Service Desk Consultant 1

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...

  • New Business Helpdesk Consultant

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle - and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

  • Head of Development

    1 week ago

    Tygervalley, South Africa TotalEnergies Full time

    **Pays** Afrique du Sud **Lieu** South Africa **Lieu de travail** CAPE TOWN-TYGER VALLEY CHAMBERS 2(ZAF) **Société employeur** TotalEnergies Renewables **Domaine** Maintenance / Inspection / Technologies, Opérations Exploitation, Projets Industriels, Stratégie Economie Business **Type de contrat** CDI **Expérience** Minimum 10 ans As Head...

  • Graduate Opportunity: Glacier Communication Centre

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Junior Research and Investment Analyst

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Head: Marketing

    4 weeks ago

    Tygervalley, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...