closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s)
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: Operational Support (10%) Support the Centre with general office management tasks including reception and facilities with the ordering of stationery / office refreshments for all offices in the Company Monitor the central process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: Operational Support (10%) Support the Centre with general office management tasks including reception and facilities with the ordering of stationery / office refreshments for all offices in the Company Monitor the central process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
Safety Committee (Training will be provided) • Assist in HR projects, including research and data analysis contributing to HR infrastructure development • Assist in administering of employee benefits, including parental leave planning and application process • Assist in maintaining accurate and up-to-date HR documentation efficiency and enhance overall employee experience • Assist with HR reporting and data analysis as required similar role preferred • Proficient in Microsoft Office Suite SKILL SET AND DESIRED COMPETENCIES • Excellent
Safety Committee (Training will be provided) • Assist in HR projects, including research and data analysis contributing to HR infrastructure development • Assist in administering of employee benefits, including parental leave planning and application process • Assist in maintaining accurate and up-to-date HR documentation efficiency and enhance overall employee experience • Assist with HR reporting and data analysis as required similar role preferred • Proficient in Microsoft Office Suite SKILL SET AND DESIRED COMPETENCIES • Excellent
advise and guide clients on global tax trends and assist in related queries. The position is based within computer literacy (Non-negotiable) Advanced MS Office knowledge (Excel, Word, Outlook etc.) Excellent facilitate the filing of international tax returns; Assisting the Global Mobility manager, with any business
client is looking for a financial accountant to assist their clients in unlocking and maximising the value various innovation incentives and grants. The front-office role requires the candidate to meet with clients
being shipped by clients, sourcing documents, or assisting with database management projects. You will be COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) •
being shipped by clients, sourcing documents, or assisting with database management projects. You will be COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) •
COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) • COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) •