32 Resource Allocation jobs in Cape Town

Join to apply for the Vice President - Healthcare Operations Management (Clinical Data Abstraction) role at EQPLUS TECHNOLOGIES PTY LTD

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Join to apply for the Vice President - Healthcare Operations Management (Clinical Data Abstraction) role at EQPLUS TECHNOLOGIES PTY LTD

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Western Cape, Cape Town

Hourly Basic Salary (Market related)

An established and innovative global services company is seeking a senior leader to drive excellence in healthcare operations within a fast-paced, data-driven environment. The role focuses on ensuring seamless service delivery, optimising operational efficiency, and managing high-performing teams to deliver exceptional results in clinical data abstraction and healthcare process management. The successful candidate will be responsible for strategic process improvement, customer satisfaction, and people management across large-scale operations.

Key Responsibilities

• Lead operational transitions with minimal impact on service delivery and ensure process stabilisation
• Drive operational efficiency, cost optimisation, and performance improvements across teams
• Partner with cross-functional teams to identify transformation opportunities and deliver measurable value
• Ensure SLA adherence and maintain high levels of client satisfaction
• Build and mentor high-performing teams, focusing on employee engagement, development, and retention
• Support leadership in business development initiatives and process improvement strategies
• Monitor financial performance, including revenue, gross margin, and operational KPIs
  
  

• Graduate qualification required; postgraduate qualifications advantageous
• Minimum 10 years of experience in healthcare operations management within a BPO or similar environment, preferably at a senior leadership level
• Proven experience managing large contact centers and client relationships
• Strong analytical, decision-making, and prioritisation skills
• Excellent communication and interpersonal skills
• Demonstrated ability to manage and develop high-performing teams
  
  

• Seniority level Executive

• Employment type Full-time

• Job function Health Care Provider
• Industries IT Services and IT Consulting

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• Lead operational transitions with minimal impact on service delivery and ensure process stabilisation
• Drive operational efficiency, cost optimisation, and performance improvements across teams
• Partner with cross-functional teams to identify transformation opportunities and deliver measurable value
• Ensure SLA adherence and maintain high levels of client satisfaction
• Build and mentor high-performing teams, focusing on employee engagement, development, and retention
• Support leadership in business development initiatives and process improvement strategies
• Monitor financial performance, including revenue, gross margin, and operational KPIs

• Graduate qualification required; postgraduate qualifications advantageous
• Minimum 10 years of experience in healthcare operations management within a BPO or similar environment, preferably at a senior leadership level
• Proven experience managing large contact centers and client relationships
• Strong analytical, decision-making, and prioritisation skills
• Excellent communication and interpersonal skills
• Demonstrated ability to manage and develop high-performing teams

Our client is a major league Asset Management business that has achieved enormous growth in recent years. To this extent they have built up a robust Operations team – they now have an opening for an Operations Analyst to come in an add value to the core functioning of the engine-room of the business.

The Operations team works closely with the Portfolio Managers, Distribution Team, Risk Team, the Trading Desk and external service providers on a day-to-day basis in order to achieve the highest level of impact to the business from utilising our combined knowledge base and skill as a team.

The role requires a deep understanding of financial markets and instruments, contribute and promote robust operating procedures to create an efficient, responsive and process driven Operations team. The Operations Analyst will report to the Head of Investment Operations who reports into the Chief Operating Officer.
Main duties and responsibilities:
Process:
o Contribute to and promote robust operating procedures across the investment management business to create an efficient, responsive and process driven Operations team.
o Improve business understanding of operations processes and procedures.
o Establish and promote enhanced business processes that ensure efficient and effective stakeholder delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain for the business, including:
Performance of reconciliations.
Exception handling. Investigation of significant variances and effective resolution of reconciliation breaks and ad hoc challenges.
Monitoring of the operations mailbox and timeous execution of stakeholder requests.
Take responsibility for daily operational activities.
Liaise with stakeholders, run daily operational activities, receive and execute requests timeously.
Ensure timeous and correct recording of transactions.
Liaise with stakeholders to keep them fully appraised of the progress of queries.
o Reconciliation of trade and fund dealing activity, corporate action and Proxy voting management, cash management and spot FX instruction, reconciliation of cash, positions and performance.
People:
o Share and transfer product, process and systems knowledge to colleagues.
o Collaborate and work with internal teams to deliver required service levels.
o Ensure achievement of own performance objectives.
o Share information with other team members regarding successes, issues, trends and ideas.
o Participate in own professional development and career path.
Ideal qualifications:
B Com (Hons) preferred or appropriate finance qualification.
Ideal experience:
5 years of experience in related role within an Asset Management business
Experience with reconciliations and cash management.
Relevant computer skills and system experience.
Experience in a programming language would be advantageous, but not required.
Knowledge of working with custodians would be advantageous.
Relevant market knowledge.
Competencies & Skills:
Strong analytical skills and attention to detail.
Ability to problem solve.
Ability to work independently (self-starter) and collaboratively in the team in a fast-paced environment.
Proactive: Takes initiative to anticipate and address issues before they arise.
Detail-Oriented: Ensures accuracy and thoroughness in all tasks.
Output-Focused: Demonstrates a strong commitment to understanding and meeting the needs of stakeholders (internal or external)
Collaborative: Works effectively and managing the relationship with both internal teams and external stakeholders and service providers, fostering strong relationships.
Exceptional verbal and written communication skills, with the ability to engage confidently with teams and stakeholders.
Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word).

To apply for this role please send your CV and supporting documentation to

Business Segment: Personal & Private Banking

Location: ZA, Western Cape, Cape Town, Greater Bay

Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using the 6 steps of financial planning process and in adherence to regulatory and SBG policies. Ensures that the financial planners attend all the required training interventions (e.g., FAIS, KYC, product knowledge, risk and compliance, etc.).

• B.Comm Finance / Legal degree
• 120 credits or Qualification aligned with FAIS and FSCA requirements

• 5 to 8 years managing a team of Financial Planners/Wealth Planners

• Negotiating
• Accurately interpreting data
• Implementing procedure
• Understanding regulations

Are you a Chartered Accountant (South Africa) with a passion for numbers and a keen eye for detail? Join our fast-paced FMCG (Fast Moving Consumer Goods) company as a Financial Planning Analyst and unleash your potential in a dynamic environment!

1. Financial Analysis: Conduct in-depth analysis of financial data to drive strategic decision-making and identify areas for improvement.
2. Budgeting and Forecasting: Collaborate with cross-functional teams to develop accurate budgets and forecasts, ensuring alignment with business objectives.
3. Performance Monitoring: Track key performance indicators (KPIs) and financial metrics, providing insights to optimize operational efficiency and profitability.
4. Variance Analysis: Analyze variances between actuals and forecasts, investigating discrepancies and recommending corrective actions as needed.
5. Financial Modelling: Develop complex financial models to support long-term planning and scenario analysis, aiding in risk assessment and mitigation.

1. Qualified Chartered Accountant (CA(SA)) with a strong academic background.
2. Previous experience in financial analysis or planning within the FMCG industry is highly desirable.
3. Proficiency in financial modelling and data analysis tools (Excel, SAP, etc.).
4. Excellent communication skills with the ability to present complex financial information in a clear and concise manner.
5. Strong analytical mindset with a strategic approach to problem-solving.

1. Innovative Environment: Be part of a forward-thinking company that values innovation and creativity.
2. Career Growth: Take advantage of opportunities for professional development and advancement within a thriving industry.
3. Impactful Work: Make a tangible impact on the company's financial performance and contribute to its success.
4. Collaborative Culture: Work alongside a talented team of professionals who are passionate about driving results and achieving excellence.

Business Segment: Personal & Private Banking

Location: ZA, Western Cape, Cape Town, Greater Bay

Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using the 6 steps of financial planning process and in adherence to regulatory and SBG policies. Ensures that the financial planners attend all the required training interventions (e.g., FAIS, KYC, product knowledge, risk and compliance, etc.).

• B.Comm Finance / Legal degree
• 120 credits or Qualification aligned with FAIS and FSCA requirements

• 5 to 8 years managing a team of Financial Planners/Wealth Planners

• Negotiating
• Accurately interpreting data
• Implementing procedure
• Understanding regulations

Join to apply for the Financial Planning Assistant (Somerset West) role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Financial Planning Assistant (Somerset West) role at ExecutivePlacements.com - The JOB Portal

Financial Planning Assistant (Somerset West)

Recruiter:

PartnerUp (Pty) Ltd

Job Ref:



Date posted:

Tuesday, May 13, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

Purpose of role:

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services

to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in

their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the

administrative, operations and client services support to the Financial Planning Partner and is the liaison person

between the practice and the regional office / head office.

Categories:

• Client Services
• Implementation of the client services experience, as defined by the Head of Operations.
• Take full responsibility for the implementation of administrative processes and controls in the
  
  

• Liaison between Financial Planner Partner and product providers (PPs).
• Equipped to follow the formal complaint resolution process.
• Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of
  
  

• Adhere to the culture and principles of Treating Customer Fairly.
• Operations:
• Collation of all clients related information (data discovery and fact find) and preparation of
  
  

• FICA and AML capture and checking on client onboard process.
• Checking of transition documentation to ensure completeness and accuracy in alignment to relevant
  
  

• Administration relating to client transfer and new business transactions.
• Submission of intermediary appointment notes to relevant PPs.
• Monitoring the submission of intermediary appointment notes to ensure clients successfully
  
  

• Capture and checking of new business documentation to ensure completeness and accuracy in
  
  

• Submission of new business application(s), together with supporting documentation to relevant PPs.
• Monitoring the underwriting and acceptance of new business transactions.
• Arranging medicals for clients where required and follow up on outstanding requirements to ensure
  
  

• Providing an ongoing service and maintenance support function to the Financial Planning Partner
  
  

• Check Commission statements from CommPay (internal commission module linked to CRM) and
  
  

• Escalate with PPs regarding commissions / fees due to the Financial Planning Partner.
• Operational support for Portfolio Managers and CRMs
• Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and
  
  

• All instructions to PM and CRMs initiated and maintained via XPlan (company’s internal CRM) tasks.
• IT & Systems
• Preparation of client portfolio’s using Astute and / or product provider information. Ensuring XPlan
  
  

• Data capture of client demographic data on client relationship management system XPlan.
• Client financial data capture (ASTUTE, PPs and manual).
• Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial
  
  

• Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s)).
• Ensure proper record keeping in line with business rules and where relevant, legislation & safe
  
  

• Distribute communication(s) to clients as stipulated in the client management plan. (Auto
  
  

• Distribute communication(s) to clients as requested by the Financial Planning Partner via xPlan.
• Extensive use of XPlan notes and tasks to manage client records and organization of practice.
• Prepare for clients reviews as per client review template.
• Client review preparation by producing and checking the Client Consolidated Reports (CCR) from
  
  

• Maintain an accurate diary system. (XPlan & Outlook integration)
• Address all technology issues experienced by the Financial Planning Partner and facilitate the
  
  

• NAV & KPIs
• Full awareness and understanding of information available on NAV to support the Financial Planning
  
  

• Track and monitor personal KPIs on NAV.
• Request assistance and guidance from POM where KPI scores reflect gaps.
• Liaise and orientate with the Financial Planning Partner on all data and practice attributes on NAV.
• Marketing Support
• Assist with the organization of client events in conjunction with the events coordinator i.e. booking
  
  

• Assisting Financial Planning Partners at client events.
• Function as a primary point of contact for clients thus strengthening client relationships.
• Office Management
• Support the general office management including reception, facilities, meeting room management,
  
  

• Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
  
  

• Financial Services Industry
• Understanding of FAIS and FICA legislation
  
  

• Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint
• Experience with XPlan
• Good verbal and written communications skills
• High energy individual who is customer centric and relationship orientated
• Methodical, accurate and have meticulous attention to detail.
• Initiative-taking work ethic.
• Organizational skills, ability to prioritize, plan and manage projects.
• Ability to collaborate with others.
• Critical thinking: ability to strategize, research and interpret.
• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while
  
  

• Teamwork: be a reliable and productive member of the team.
• Professional presence: as a representative of the organization, a professional image and professional
  
  

• Time management: ability to manage time and tasks to ensure deadlines are met.
• Assertiveness, proactive & resourceful
• Resilient under pressure
• Ability to multi-task
• Maintain absolute confidentiality.
  
  

• 2-3 years in the financial services industry required.
• Relevant tertiary education or courses.
  
  

• The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

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