Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge Managers. Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking
Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge Managers. Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking
business transactions, risk, pre- & post-retirement and investment plans, following the new business applicable.
negotiable depending on experience Medical aid Retirement Fund Housing Subsidy
negotiable depending on experience Medical aid Retirement Fund Housing Subsidy
Email / Internet). Wealthcraft, Retirement Cash Flow Forecaster, Asset Allocation programme
Company does not contribute towards pension/retirement funds. 21 days annual leave – the offices are
Company does not contribute towards pension/retirement funds. 21 days annual leave – the offices are
timesheets
Payments and reconciliations (PAYE, Retirement Fund, etc.)
Follow- up and resolve queries