investment management business is looking for a financial planning administrator with 2 years experience to the required experience, please apply here Financial Planning Administration R18 000
Operate at Group Level
Management accounts, quarterly forecasts, consolidations, and revenue analysis
Prepare profitability and utilisation reporting for new entities
Roadmap for improvement
Workflow documentation
Commercial Support Partnering, improving and preparing<
PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms.
Duties would include:
KPI's as well as having oversight of the financial standing, planning, assessing, and guiding at board level
investment management business is looking for a financial planning administrator with 2 years experience to the required experience, please apply here Financial Planning Administration R18 000
KPI's as well as having oversight of the financial standing, planning, assessing, and guiding at board level
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous),
and your ability to analyze financial data, you will create customized plans tailored to each client's financial situations and develop comprehensive financial plans to achieve their goals Conduct thorough analyses renewal Monitor and evaluate clients' financial needs and adjust plans accordingly Keep up-to-date with industry and manage multiple tasks Proficiency in financial planning software and Microsoft Office Suite Minimum