Len Ellis, Cfp® Email & Phone Number

South Africa

As a Key Account Manager, I champion client relationships and drive revenue growth by building strategic partnerships and delivering exceptional service. My role is multifaceted: I act as the voice of the client within the company, collaborate closely with product teams to enhance offerings, and consult clients on optimizing their business performance. My key responsibilities include conducting platform demos, training advisers, fostering referrals, and analysing data for actionable insights. I measure my success through revenue targets, client feedback, and creating brand advocates. To excel in this role, I rely on my skills in data analysis, business acumen, and strong presentation abilities.

South Africa

Cape Town, Western Cape, South Africa

- Strategically designed and implemented optimised workflows and processes, enabling efficient handling of increased volume without the need for growing the team. This streamlined approach effectively maximised productivity and operational capacity, driving cost savings and improving overall efficiency.- Used strategic data analysis to generate actionable insights and effectively utilised these insights to drive team performance and achieve organisational goals.- Formulated effective strategies to deliver business and revenue growth, and positively influence the strategic direction of the business unit. - Proactively identified and resolved potential issues, mitigating risks, and ensuring seamless operations.- Successfully led and delivered multiple business-wide projects, ensuring their successful completion and contributing to the overall growth and success of the organisation.- Built the tax team and the service into a brand known for quality and excellence.- Coached and mentored interns and existing team members within the tax team which led to multiple promotions.

Cape Town Area, South Africa

As the National Manager in the Tax and Investments team, departmental growth as well as streamlining and delivering on our tax and investments projects are at the core focus of my role.Our department ensures that clients are provided with expert tax and investment advice as well as ensuring that these recommendations are actioned by our service providers accurately. This meant developing internal systems and processes to seamlessly engage both service providers, clients, and internal stakeholders whilst managing deliverables to increase our client retention rates. During Tax Season, I am further tasked with assisting with the calculation and submission of tax returns via e-filing, checking all supporting documentation, responding to client queries and following up with SARS regarding client profile issues, refunds, objections, disputes and complaints as well as consulting with clients to gain a better understanding of their tax situation and possibilities to reduce the taxes payable to SARS.My proudest achievement was quadrupling the number of returns filed by the team within a year, with a substantial increase in client satisfaction rates.

Cape Town Area, South Africa

- Led a team of service specialists - retaining over 650 clients nationally.- Developed and facilitated team training and implemented performance growth conversations.- Handled escalated/ complex client cases and provided guidance to empower team members on how to approach similar cases in the future to ensure client satisfaction.

Cape Town, Western Cape, South Africa

- Point of contact for all services that clients have with the company, including but not limited to, insurance, investments, tax, medical aid, gap cover and short-term insurance.- Managed the implementation of a client’s financial plan in deliberation with their advisor and ensured that recommendations were implemented accurately and are in line with the client’s expectations.- Responded to client queries, requests and complaints in a professional, accurate and timely manner.- Provided inputs on how overall customer experience can be improved and informed on areas that may be the cause of dissatisfaction.- Managed a portfolio of 45 clients, enhancing their experience by proactive engagement and coordinating with various teams across the company.

Cape Town

- Analysed the information gathered by the client’s financial advisor to create a holistic financial plan for clients, factoring in their business and financial needs - covering investments, savings, insurance, business-cover as well as important business and personal decisions to achieve their financial and life goals.- Ensured regulatory requirements set out in the FAIS Act and FICA compliance are always adhered to.

AHG Health is an Innovative medical solutions provider. As a business AHG Health strives to improve the productivity of healthcare delivery that contributes to a high standard of patient care.As a Junior Financial Manager (in training) at AHG Health (a national supplier of specialised medical equipment, services and disposables), I gained extensive exposure in accounting, auditing, debtors and creditors, asset management, vat and ad hoc operational and administrative duties.My role included: - Bank and credit card reconciliations, courier/ freight cost calculation, the reconciliation and allocation of expenses to the entities responsible.- Prepared cash flows and generated payments to suppliers and internal entities.- Petty cash management, updating and maintaining a fixed asset register, VAT reconciliation and the supply of supporting documents to SARS upon request.- Ensured compliance with internal auditing procedures and assisted external auditors with queries and the finalisation of the company’s external audit file in preparation for the audit.- Managed the execution of a subsidiary company's daily/ monthly operational, financial and administrative activities such as daily sales orders, sending out stock and equipment to hospitals, tracking of items approaching expiry and quarterly stock take of disposables, parts and medical equipment.- Liaised with suppliers and service providers such as banks and courier/ freight companies and ensured that payments to international suppliers and imports complied with regulatory standards set out by the South African Reserve Bank and Customs.- Provided team training in SAP Business One and other aspects that needed development.

Cape Town Area, South Africa

- Prepared and presented material for lectures in Business Studies including Introduction to Financial Accounting N4, Entrepreneurship and Business Management N4, Labour Relations N5 and Financial Accounting N4.- Set, marked and moderated tests, exams and assignments.- Chief Marker of the national examinations for Introductory Accounting N4 during July and December 2014.- Managed the national marking team to ensure marking is completed by the deadline and evaluated the performance of each team member.

Post Graduate Diploma In Financial Planning, Financial Planning And Services

Bcom Honours In Finance, Finance And Investments

Bachelor Of Commerce (B.Com.), Economics And Financial Management

Post Graduate Certificate In Education, Higher Education/Higher Education Administration