global financial services company that provides quality financial advice and wealth management solutions towards implementing client-centric solutions. This financial services institution brings together the investment expertise of a select group of international money management firms and are known throughout the industry for role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with as well as your own. You will provide bespoke financial advice to local and international clientele. To
ROLE To provide our Management with accurate, complete, and value-adding management reporting, budgeting forecasting. Preparation of Monthly Management accounts and forecasts Financial forecasting and predictive modelling modelling Adhoc financial analytics as requested by business Develop, maintain and improve comprehensive comprehensive financial models to support scenario analysis and strategic planning Reporting Cashflow analysis regularly Variance analysis and evaluations for financial activities including costing and budgeting QUALIFICATIONS
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial advisor with Old Mutual, you will represent the
their financial goals by developing a personalized plan based on the customer's unique financial situation strive to pioneer new ways to guide people towards financial freedom. Liberty is not just our name. It's what premises Conducting in-depth reviews of clients' financial circumstances, current provision and future aims and existing products and services Designing financial strategies Assisting clients to make informed clients changing needs and financial circumstances Promoting and selling financial products to meet given
our Company Management with accurate, complete and value-adding financial reporting, financial analysis analysis and management insight relating to the financial status of campaigns administered & sold by the the company. Key financial analysis and metrics as required by the business Financial modelling for business Administrators Responsible for preparing written financial analytic reports and presentations System testing on Fabric Experience with Financial Modelling Experience in the Financial Services Industry would be
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Diverse group of Companies requires an experienced Financial Accountant Core responsibilities. Ensure that Consolidated management accounts preparation Facilitate annual audits & AFS. Supplementary financial reporting minded/process driven Organised with good time management. Requirements B Com honours or similar finance