guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating providing event-based and frequency-based feedback • Assist Handling and Good at problem solving • Full time
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
levels Inventory ageing Sales volume & value Assist the category demand team with: Sales reporting reporting Margin management Recovery analysis Assisting with external reporting documents and requirements Manage financial data using BI tools Assist with ESG tasks Ad hoc assistance to the finance team, as required
Industry:
FMCG
financial transactions, reconciling accounts, and assisting in the preparation of financial statements. Key analysing account information. Financial Reporting: Assist in the preparation of financial statements. Generate to the organization. Auditing: Prepare for and assist in audits. Generate required documentation for