Jobs at FS Personnel Recruitment

Position overview:

• Our client in an established consulting firm specialising in the financial services sector is looking for an experienced Senior Consultant to join their growing team.
• This is an excellent opportunity for an entrepreneurial and analytical professional who enjoys solving complex business challenges, leading client engagements, and delivering innovative solutions. The successful candidate will work remotely while travelling to client sites when required.

Minimum Requirements:

• Bachelor’s Degree in Finance, Economics, Statistics, Mathematics, Actuarial Science, Engineering, Data Science, or a related field.
• Minimum of 7 years’ experience within:
• Banking
• Insurance
• Financial Services Consulting
• Development Finance Institutions
• Regulatory or Supervisory Authorities
• Proven experience leading client projects, workstreams or deliverables with minimal supervision.
• Excellent analytical, problem-solving and financial modelling skills.
• Advanced Microsoft Excel skills.
• Proficient in Microsoft Word and PowerPoint.
• Fluent in English.
• Valid driver’s licence.

Advantageous Experience:

Experience in one or more of the following will be highly beneficial:

• Credit Risk Rating Model Development
• Probability of Default (PD) Models (master risk scale design and calibration)
• SME, Middle Market or Project Finance Scoring Models
• IFRS 9 Expected Credit Loss (ECL) Methodologies
• PD/LGD/EAD Term Structures, Forward-Looking Macroeconomic Overlays and Provisioning
• Basel II / Basel III Regulatory Capital Frameworks
• Development Finance, Blended or Concessional Finance Structures, or African Financial Markets
• Pricing Model Development
• Debt Pricing
• Equity or Private Equity Valuations
• Financial Modelling
• Model Governance and Validation
• Python, R, SQL or VBA
• CFA, FRM, or actuarial credential

Key Responsibilities:

Client Consulting:

• Lead and deliver consulting engagements within the financial services industry.
• Manage project workstreams and client deliverables.
• Develop practical and innovative solutions to complex business challenges.
• Build and maintain strong client relationships.

Financial & Risk Modelling:

• Develop, enhance and review financial and risk models.
• Perform financial analysis and translate financial information into meaningful model assumptions.
• Assist with credit risk, pricing and regulatory modelling assignments.

Technical Documentation:

• Prepare high-quality technical reports and client-ready documentation.
• Document methodologies, assumptions, model limitations and governance processes.
• Ensure work complies with industry and regulatory standards.

Project Leadership:

• Mentor and support junior consultants.
• Structure project activities and ensure successful delivery within agreed timelines.
• Contribute to project planning and execution.

Business Development:

• Contribute to strategic initiatives.
• Assist with business development and proposal preparation.
• Participate in marketing and firm development activities.
   

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Minimum Requirements:

• Grade 12 (Matric).
• Relevant Short-Term Insurance qualification will be advantageous.
• RE5 qualification
• Class of Business completed (preferred).
• Minimum 3-5 years’ underwriting experience within the Short-Term Insurance industry.
• Previous experience with Commercial and Transport Insurance is essential.
• Experience with Goods in Transit (GIT), Fleet, Commercial Vehicle and Liability policies will be advantageous.
• Computer literate (MS Office).
• Excellent communication and client service skills.
• Valid driver’s license and own reliable transport.

Duties & Responsibilities:

• Underwrite new and existing commercial and transport insurance policies.
• Assess insurance risks and provide suitable cover recommendations.
• Prepare quotations, policy amendments and renewals.
• Underwrite Goods in Transit (GIT), commercial vehicle, fleet and related transport risks.
• Review policy wording, terms, conditions and endorsements.
• Liaise with brokers, insurers and clients regarding underwriting requirements.
• Negotiate premiums, terms and conditions with insurers.
• Ensure underwriting complies with company and insurer guidelines.
• Assist with policy renewals and retention of existing clients.
• Maintain accurate client records and policy documentation.
• Build and maintain strong relationships with clients, brokers and insurers.
• Provide professional advice on appropriate insurance solutions.
• Assist with claims queries where required.
• Ensure excellent customer service and turnaround times.

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Salary & Benefits:

• Will depend on experience
• Employer contributes towards pension
• Performance-based bonus, subject to both individual performance and company profitability

Working Hours:

• Monday to Thursday: 08:00 – 16:30 (30-minute lunch break)
• Friday: 08:00 – 16:00 (no lunch break away from desk)

Desired experience and qualifications:

• Matric
• Previous experience as a Conveyancing / Deeds Typist is essential
• Experience with transfers will be advantageous
• Excellent attention to detail and accuracy
• Strong organisational and administrative skills
• Ability to work independently and meet deadlines
• Professional communication skills
• Computer literate

Duties and Responsibilities will include:

• Typing and preparing conveyancing documents
• General conveyancing administration
• Liaising with clients, estate agents, banks and the Deeds Office
• Preparing and checking legal documentation
• Following up on outstanding documentation and registrations
• Ensuring all files are processed accurately and within required timeframes
   

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Desired experience and qualifications:

• SAIPA or CIMA
• Commercial property accounting experience will be beneficial (retail and/or office property)
• Experience with tenant billing, recoveries, reconciliations, and month-end reporting will be beneficial
• Understanding of South African municipal and utility recoveries
• Strong Microsoft Excel skills
• Experience working on a property management system such as MDA or MRI Property Central will be advantageous

Duties and Responsibilities will include:

• Tenant Billing & Leases: Process and review monthly tenant billing in accordance with lease agreements.
• Recoveries: Calculate, bill and reconcile tenant recoveries, including municipal and utility recoveries.
• Building Bookkeeping: Maintain accurate accounting records for a commercial property portfolio, process supplier invoices, allocate costs correctly and maintain a clean general ledger.
• Reconciliations: Reconcile tenant accounts, municipal accounts, deposits and intercompany balances, and investigate and resolve reconciling items.
• Month-End Close: Prepare accruals, journals and complete month-end close processes, ensuring accurate monthly financial reporting.
• Deposits & Arrears: Maintain tenant deposit records and assist with tenant account queries where required.
• Reporting Support: Prepare budget-to-actual reports, portfolio performance reports and assist with annual budgets and forecasts.
• Compliance & Systems: Ensure accurate financial records, compliance with accounting standards and maintain data integrity within the property management system.