3 Kpmg jobs in Johannesburg
Financial Advisory Administrator-5
Posted today
Job Viewed
Job Description
Financial Advisory Administrator-5
Apply locations: Johannesburg | Type: Full time | Posted on: Yesterday | Application deadline: July 21, 2025 (5 days left to apply) | Job requisition id: R36926
Job DescriptionTo provide efficient and effective administrative support to financial advisors, ensuring increased customer engagement and satisfaction while mitigating risks through proper segregation of duties.
- Identify and escalate potential risks that may lead to increased costs.
- Prevent wastage and identify process improvements to contain and reduce costs.
- Provide operational support related to activities and initiatives that contribute to the overall growth and profitability of the area.
- Follow up with service providers and ensure timely completion of relevant actions.
- Ensure first-time resolution of customer queries or complaints.
- Take ownership of requirements and follow up on escalated queries to ensure timely delivery in line with SLAs.
- Identify opportunities to improve internal processes impacting service levels and customer satisfaction.
- Enhance product knowledge and customer service skills based on feedback and guidance.
- Establish relationships with relevant stakeholders to meet work expectations.
- Produce high-quality work by adhering to standards, procedures, and compliance regulations.
- Complete administrative tasks, reporting, and data updates accurately and promptly.
- Operate in accordance with organizational values and ethics.
- Maintain governance and compliance standards, escalating potential risks as needed.
- Apply knowledge and experience to develop solutions that improve service delivery and quality.
- Seek regular performance feedback and implement actions for improvement.
- Identify personal development needs and create a development plan with your manager.
- Stay informed about learning opportunities, product changes, and industry trends.
- Contribute to team success through collaboration and inclusivity.
Note: Applications will not be accepted after 21/07/25. Please submit your application before the deadline.
All appointments will align with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability information, which will be kept confidential unless legally required to disclose.
Introduce YourselfIntroduce yourself to our recruiters. We will contact you if there’s a suitable role.
If you have questions, please log them via MyQ.
About UsFNB serves retail and commercial customers with a wide range of financial products, including insurance, savings, investments, and digital solutions. Recognized globally for its branding and awards, FNB offers meaningful career opportunities, especially for those passionate about making a positive impact in people's lives.
#J-18808-LjbffrRegional Sales Manager - Tied Financial Advisory Services * Neg
Posted 11 days ago
Job Viewed
Job Description
BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse Leaders in their respective Industries and Representatives across all business sectors.
Excellent opportunity for a highly experienced Distribution Sales Manager: TIED FINANCIAL ADVISORY SERVICES with vast product experience to meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.
Duties & ResponsibilitiesLeadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
- Develop tactical plans for optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to meet business growth requirements.
- Effectively align channel objectives to overall organizational / business objectives in order to meet profit targets.
Business Planning
- Develop and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy.
- Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.
- Recommend financial and headcount budgets; propose business targets (e.g., revenues or other key performance indicators); and schedule key activities/projects, ensuring integration with other elements of the organization.
Stakeholder Engagement (Internal and External)
- Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
Promoting Customer Focus
- Manage, monitor and ensure that exceptional customer service is delivered across the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
Organizational Capability Building
- Evaluate the capabilities of individuals within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility.
- Coach and mentor others to support the development of the organization's talent pool.
Compliance
- Accountable for planning, monitoring and controlling the Risk and Governance of the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
- Drive the application of good governance principles and legislative compliance within the environment.
Performance Management
- Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.
Personal Capability Building
- Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
- Sell complex, often customized products and services to significant customers and/or manage a significant sales department.
General Education
- Grade 12/ SAQA Accredited Equivalent (Essential); FAIS accredited NQF5 (120 credits) (Essential); KI Regulatory Examination (Essential); Full product holding accreditation (Essential); CFP (Advantageous); Business Related Degree (Advantageous); Management and/or coaching qualification (Advantageous)
General Experience
- 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential); Experience within life and wealth long-term insurance industry (Essential); Previous Tied Agent Experience (Advantageous)
Managerial Experience
- 5 or more years' regional or multi-team managerial experience within a financial services environment (Essential)
Financial Services Advisory (FSA)- Graduate Programme 2026
Posted today
Job Viewed
Job Description
BDO is a leading global provider of audit and assurance, financial advisory, risk advisory, technology advisory, and tax services. As part of a global network, BDO ranks sixth internationally and fifth in South Africa. We operate from nine offices in South Africa and 163 other countries. Our experienced teams serve over 49 JSE-listed clients and more than 150 international clients. BDO South Africa is part of the fast-growing global professional services network, making it an excellent place to start your career.
CULTURE AT BDO - CLARITY:
Clarity drives us at BDO, helping us meet client and societal expectations and reinforcing our role as a responsible firm. It guides us with direction and certainty, fostering trust with our people, peers, clients, and regulators. This commitment is embodied in the BDO Clarity Charter, which emphasizes ethics, independence, and quality.
Our culture promotes integrity and openness, aiming for transparent, performance-driven delivery and leadership in ethical advisory services within the Financial Services industry.
ABOUT THE DIVISION:
The Financial Services Advisory (FSA) division aims to be the leading provider of advisory services to South Africa's financial industry.
ABOUT THE GRADUATE PROGRAM:
The FSA graduate program targets graduates eager to innovate as technologists in Financial Services. It offers extensive exposure to top-tier clients, industry trends, governance, and management insights, both locally and globally.
WHY JOIN BDO FSA?
- Personal and professional growth opportunities in a supportive environment.
- Focus on collaboration to build strong relationships with colleagues, clients, and stakeholders.
- A balance of hard work and social activities to foster a vibrant culture.
- Unique learning experiences through diverse projects and industry challenges.
- Ongoing learning facilitated by training, mentorship, and a culture of innovation.
- A diverse, inclusive workplace aligned with our Clarity Charter principles.
- Opportunity to work alongside industry-leading professionals and learn from their expertise.
WHAT WE OFFER:
- Unique learning opportunities with diverse projects to expand your professional network.
- Exciting career prospects with competitive remuneration and involvement in cutting-edge projects.
- Broad exposure to risk management, enhancing your skills.
- Support from a large team of professionals committed to your growth.
- Immediate permanent employment from day one.
- Global opportunities for travel and learning from international best practices.
- Support for further studies with policies for study leave.
Be The First To Know
About the latest Kpmg Jobs in Johannesburg !