the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors experience providing technical and administrative financial planning support to Advisers and senior management investment/financial degree or diploma / qualification. Knowledge and experience in a financial/investment work experience within a Financial Planning practice. Knowledge of Financial Planning principles including Risk (Long-term) and Tax Planning. Knowledge of financial products and services offered by our company.
Reference: PE002391-RW-1 Our client in the Financial Services industry, based in East London, is seeking you. Requirements: 4-5 years' experience in the financial services industry. Relevant tertiary education education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA legislation creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews: XPlan
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning planning. Understanding of FAIS and FICA legislation Financial planning fundamentals and product knowledge. Computer creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive Responsible for full data update on XPlan, post the financial planning process with the client. Complete data
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning planning. Understanding of FAIS and FICA legislation Financial planning fundamentals and product knowledge. Computer creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive Responsible for full data update on XPlan, post the financial planning process with the client. Complete data
negotiable. Responsibilities, but not limited to: 1. Financial Costing and Reporting: Prepare Import cost files correction and maintenance of Material Master information specific to transaction posting. Monitor performance performance of scanning process, liaise with Factory system roles & initiate corrective action where necessary line with the company's core values. 5. Cost and Financial Control: Contributes to the budget preparation efficient, economical and transparent use of financial and other resources. Explores opportunities to
negotiable. Responsibilities, but not limited to: 1. Financial Costing and Reporting: Prepare Import cost files correction and maintenance of Material Master information specific to transaction posting. Monitor performance performance of scanning process, liaise with Factory system roles & initiate corrective action where necessary line with the company's core values. 5. Cost and Financial Control: Contributes to the budget preparation efficient, economical and transparent use of financial and other resources. Explores opportunities to
National Diploma in Electronic/ Electrical/ Information Technology (NQF 6). BTech: Engineering: Electrical (Basic MS Office; and SAP, ERP Systems and other job-specific software systems). Proficiency in PLC's and Promotes the effective and transparent use of financial and other resources. Controls expenditure and
Queenstown (Eastern Cape) The Account will oversee the financial function ensuring accuracy, compliance and strategic 5 Years' experience in management accounting. Financial Reporting experience. Costing experience. Responsibilities Management and Financial Analysis: Provide tools to measure costs and analyse financial information to identify managers on financial results, including KPI reports generated through Jet reports. Monthly Financial Reporting: Sheet reconciliations and VAT reconciliations. Financial Forecasting, Budgeting, and Statutory Compliance:
Queenstown (Eastern Cape) The Account will oversee the financial function ensuring accuracy, compliance and strategic 5 Years' experience in management accounting. Financial Reporting experience. Costing experience. Responsibilities Management and Financial Analysis: Provide tools to measure costs and analyse financial information to identify managers on financial results, including KPI reports generated through Jet reports. Monthly Financial Reporting: Sheet reconciliations and VAT reconciliations. Financial Forecasting, Budgeting, and Statutory Compliance:
Literacy (MS Office Suite; SAP, ERP Systems, and job-specific software systems). Knowledge of relevant Business movements (transactions) of materials into the ERP system. Manages maintenance of housekeeping. Continuous implementation within budgetary stipulations. Financial Management: Contributes to the budget preparation efficient, economical and transparent use of financial and other resources. Monitors expenditure against departmental budget monitoring in line with company financial guidelines. Governance: Monitors the operation