a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and innovative, independent firm that provides customized financial planning services to retirement funds and their Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm.
portfolios and providing financial advice to help them achieve their financial goals. Responsibilities: implement investment strategies based on clients' financial goals and risk tolerance Monitor and analyze market years of experience in investment management or financial planning Proven track record of successfully managing
Reference: NWA003501-Ren-1 My client, a reputable Financial Services Company, is urgently in need of a Intermediate experience Experience in related roles in the financial services industry Experience in CRM and client
Knowledge of financial principles and accounting software Ability to analyze financial data Excellent
culture. The main role objective is processing financial information and obtaining accurate data. R20 000 other entries on behalf of clients in relevant financial software package. Various reconciliations (Bank the assets to the general ledger. Ensure all financial expenses have the necessary supporting documentation trial balance suitable for compilation of annual financial statements as well as work to be performed by
culture. The main role objective is processing financial information and obtaining accurate data. R20 000 other entries on behalf of clients in relevant financial software package. Various reconciliations (Bank the assets to the general ledger. Ensure all financial expenses have the necessary supporting documentation trial balance suitable for compilation of annual financial statements as well as work to be performed by
bookkeeping services. The ideal candidate will manage financial records, ensure compliance, and handle various Duties and Responsibilities: Maintain accurate financial records using accounting software (e.g., Xero clients and internal teams on financial queries. Maintain comprehensive financial documentation and client
Town Position Type: Full-time Reports To: Chief Financial Officer Summary: We are seeking a highly skilled background in auditing, risk assessment, and financial analysis, as well as excellent communication and mitigate them Evaluate financial statements and assess accuracy and completeness of financial data Prepare audit
margin target achievement, marketing coordination, financial management, and security. This role requires a drive customer traffic and sales. Financial Management: Manage all financial transactions, including payments cash management, and cash-ups. Maintain accurate financial records and reports. Implement measures to control record of achieving sales targets. Proficiency in financial management and budgeting. Knowledge of stock management
margin target achievement, marketing coordination, financial management, and security. This role requires a drive customer traffic and sales. Financial Management: Manage all financial transactions, including payments cash management, and cash-ups. Maintain accurate financial records and reports. Implement measures to control record of achieving sales targets. Proficiency in financial management and budgeting. Knowledge of stock management