presenting financial planning recommendations
Implementation of financial planning recommendations
Monitoring of financial planning and recommendations:
Preferred Qualities
negotiation skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Back Office Support
Working space: Office or Hub or Hybrid/Remote depending on your
professional looking for their next challenge in the tax space, then this is the opportunity for you. Company and
professional looking for their next challenge in the tax space, then this is the opportunity for you. Company and
month. Ensuring that field work is completed as planned, in accordance with policies and procedures and budget Produce client reports Accounting budget planning and management Monitor and evaluate performance administration Ensuring that targets are met Ensuring that planning for the month is compiled and discussed with the demonstrate and exercise sound judgment skills Planning and organizational skills
approved risk tolerance, risk appetite, and strategic plans. Ensure the organization maintains an adequate and management of the lifecycle of the Business Continuity Plan. Risk Policies and Processes - Regular review and rating methodology. - Monitor and report action plans. - Attend to Risk Committee actions. - Maintain and raise awareness. - Align and consolidate DR plan/elements to BCM reporting. Occupational Health and
approved risk tolerance, risk appetite, and strategic plans. Ensure the organization maintains an adequate and management of the lifecycle of the Business Continuity Plan. Risk Policies and Processes - Regular review and rating methodology. - Monitor and report action plans. - Attend to Risk Committee actions. - Maintain and raise awareness. - Align and consolidate DR plan/elements to BCM reporting. Occupational Health and
client's house, restaurant, etc.) • Doing all the planning for our clients (Investment proposals, Financial required but loads of passion for holistic financial planning. (We will provide training) Market related.
client's house, restaurant, etc.) • Doing all the planning for our clients (Investment proposals, Financial required but loads of passion for holistic financial planning. (We will provide training) Market related.
Insurance.
Their approach to personal financial planning involves gathering comprehensive information from
historical data and market trends
regulatory compliance, audit requirements, and strategic plans. The ideal candidate will have a Grade 12 qualification approved risk tolerance, risk appetite, and strategic plans.
Requirements: