where your hard work translates directly into financial success? If so, we have the perfect opportunity a passionate individual to join our team as a Financial Planner. In this role, you'll have the freedom success and earnings while providing valuable financial guidance to our clients. The sky's the limit when clients. Assess clients' financial situations and goals. Develop customized financial plans to help clients trends and changes in regulations. Matric is an entry level requirement, tertiary qualification is highly
proactive outreach and networking efforts. Tailoring financial solutions to meet the individual needs and goals Conducting comprehensive financial needs assessments to gain insight into clients' financial situations and objectives guidelines and standards. Delivering innovative financial strategies and solutions to clients, staying abreast
Oversight and management of the accounts team (7 individuals) which consists of 1 Financial Manager, 3 Accountants reporting; Attend to budgeting & financial forecasts; Continuous financial planning, including cash flow analysis; Develop, implement and manage financial strategy; and Perform financial due diligence and analysis (post articles), minimum of 3 which must be in a management position. Strong analytical skills & decision decision making ability Effective time management skills and the ability to priories and handle multiple
communication skills, strong sales and business management experience background to establish your own successful with private and business clients to provide financial planning advice and solutions - Advise clients needs in accordance with each individual profile - Manage, grow and retain relationships with clients on
payable transactions according to the relevant financial procedures Ensure that payments have been authorized authorized according to the required financial procedures and supported by relevant documentation Monitor from suppliers. Comply with approved company financial policies and procedures. Atleast 2 - 3 years'
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess segment; and produce reports that will assist management in formulating strategy and identifying areas Prospecting Develop and implement relationship management plans for complex potential customer accounts its services. Customer Relationship Management Account Management Develop and implement a customer contact an appropriate response. Customer Relationship Management (CRM) Data Enter customer information that has
Our company based in Durban has a vacancy for a Financial Accountant Processing and reconciling cashbook accurate cashflows. Preparing and posting of Journal entries. Ensuring that all Nominal Ledger / Trial Balance Advanced analytical and problem-solving skills. Time Management and organisation, meeting deadlines and tracking
start-up enterprises as well as trusts and is managed by a small team. The ideal candidate for this role Consolidated management accounts preparation Facilitate annual audits & AFS. Supplementary financial reporting and process driven. Organised with good time management and ability to lead a team of two direct reports
in Pietermaritzburg and they are looking for a Financial Accountant to join the team. The purpose of the and integrity of financial statements and reports that accurately reflect all financial transactions of The position reports directly to the General Manager: Finance Work Systems Syspro; Microsoft Office; Sage People 300; Fihrst and; CaseWare. Leadership Manage the Credit Controller and Creditors Clerk; Implement reconciliations); Review creditors reconciliations; Manage petty cash and regular reconciliation to cash on
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess segment; and produce reports that will assist management in formulating strategy and identifying areas Prospecting Develop and implement relationship management plans for complex potential customer accounts its services. Customer Relationship Management Account Management Develop and implement a customer contact an appropriate response. Customer Relationship Management (CRM) Data Enter customer information that has