Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town. We has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare Financial development and maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
o ensure the Financial Accountant function is managed efficiently by:
The candidate be primarily responsible for the management of retail discretionary participation business candidate may also assist with the development and management of corporate structured and/or guaranteed investments documents. Reviewing and proposing changes to management actions. Recommending bonus rates (interim, final Principles and Practices of Financial Management (PPFM). Managing statutory and contractual requirements actuarial tasks and resolving technical queries. Managing a small team, delegating work, reviewing, and
The candidate be primarily responsible for the management of retail discretionary participation business candidate may also assist with the development and management of corporate structured and/or guaranteed investments documents. Reviewing and proposing changes to management actions. Recommending bonus rates (interim, final Principles and Practices of Financial Management (PPFM). Managing statutory and contractual requirements actuarial tasks and resolving technical queries. Managing a small team, delegating work, reviewing, and
responsible for staff management and training, budgeting, At least 5 years' financial/management accounting experience qualification (BCom degree or other equivalent Accounting/Management Accounting /Costing qualification); If qualified performance areas At least 5 years' financial/management accounting experience in a large or medium size
specializes in project management services, including staff augmentation, contract management, claims resolution Summary The Accountant will play a pivotal role in managing financial transactions, analyzing data, and maintaining planning and forecasting. Participate in cash flow management. Audits and Compliance: Collaborate with auditors Strong communication and interpersonal skills. Management and team leadership skills. Knowledge of company
processing proof of delivery (POD) documents, managing customer credits, and providing general administrative resolve any discrepancies in delivery documentation. Manage customer credit accounts and process credit memos tasks and projects as assigned by the Operations Manager. Certificate or Diploma in Administration, Accounting Outlook). Excellent organizational and time management skills. Ability to work independently and prioritize proof of delivery (POD) processes and credit management procedures is preferred. Experience with administrative
analyse market trends and support portfolio management activities.
The Investment Analyst target companies, as well as the strength of their management teams and technology platforms
- p>- Support portfolio company monitoring and management activities, including financial performance tracking findings, and insights effectively to senior management
Qualifications and experience
timeframe to suppliers. Liaise with senior management, Project management. Liaise with suppliers for invoicing
Town Northern Suburbs to assist the Accountant in managing the company's billing processes
to):