the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors experience providing technical and administrative financial planning support to Advisers and senior management investment/financial degree or diploma / qualification. Knowledge and experience in a financial/investment work experience within a Financial Planning practice. Knowledge of Financial Planning principles including Risk (Long-term) and Tax Planning. Knowledge of financial products and services offered by our company.
Queenstown (Eastern Cape) The Account will oversee the financial function ensuring accuracy, compliance and strategic 5 Years' experience in management accounting. Financial Reporting experience. Costing experience. Responsibilities Management and Financial Analysis: Provide tools to measure costs and analyse financial information to managers on financial results, including KPI reports generated through Jet reports. Monthly Financial Reporting: Sheet reconciliations and VAT reconciliations. Financial Forecasting, Budgeting, and Statutory Compliance:
Queenstown (Eastern Cape) The Account will oversee the financial function ensuring accuracy, compliance and strategic 5 Years' experience in management accounting. Financial Reporting experience. Costing experience. Responsibilities Management and Financial Analysis: Provide tools to measure costs and analyse financial information to managers on financial results, including KPI reports generated through Jet reports. Monthly Financial Reporting: Sheet reconciliations and VAT reconciliations. Financial Forecasting, Budgeting, and Statutory Compliance:
Reference: PE002391-RW-1 Our client in the Financial Services industry, based in East London, is seeking you. Requirements: 4-5 years' experience in the financial services industry. Relevant tertiary education education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA legislation client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews: XPlan Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager
respected and prominent client, operating in the financial space and based in Port Elizabeth; is currently
respected and prominent client, operating in the financial space and based in Port Elizabeth; is currently
requirements budgets· Achieve monthly and weekly financial timelines· Manage monthly utilities, building
requirements budgets· Achieve monthly and weekly financial timelines· Manage monthly utilities, building
effectiveness and increase operational efficiency. Manage financial and other company resources under your control
effectiveness and increase operational efficiency. Manage financial and other company resources under your control