existing and New Business Client Visits Monthly Attend monthly Branch Manager's meetings Maintain good
fulfil the training needs of the SAICA program. To attend any external training that are required as part
and Audit Committee with timely audit reports. Attend and present Reports at Management and Audit Committee
that all regulatory and legislative matters are attended to. Leadership: Lead finance team. Encourage a of Management Committee (“Manco”), including attendance of weekly Manco meetings. Assists with Ad Hoc
and source good deal flow for the organisation. Attend conferences and seminars that are part of the Pre-Investment
and source good deal flow for the organisation. Attend conferences and seminars that are part of the Pre-Investment
Super User on the finance and costing module and attending to the processes of review, reconciliations and
KwaZulu-Natal and source good deal flow for the client. Attend conferences and seminars that are part of the Pre-Investment
comparisons and other business improvement opportunities. Attend customer and commercial meetings to provide insight
client base. Client management and marketing support Attend all client events with Financial Planning Partners