individual to join their team as a Group Financial Accountant As a Financial Accountant, you will be responsible Other Assisting with cost control Running monthly financial BIC Reports on accounting software TAX Fixed Asset experience as a Financial Accountant or similar role 3 years of experience as a Financial Accountant Ability
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to apturing and taking minutes of meetings from Financial Advisors interaction with clients;
new them
as well as uploading quotations prior to Financial Advisor/s meeting with the client;
accounts and loading payments) and month end financial reporting (processing inter-company loans and division/company will be an added advantage. The post Financial Accountant – FTC 6 months – Fourways appeared
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with clients diligently
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments X-plan and that compliance documentation and Financial Needs Analysis (FNA) accompany all new business 120 Credits essential Min 2 years experience as a Junior Insurance Advisor [Paraplanner] Life,investment
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments X-plan and that compliance documentation and Financial Needs Analysis (FNA) accompany all new business 120 Credits essential Min 2 years experience as a Junior Insurance Advisor [Paraplanner] Life,investment
Afrikaans
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany allnew business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with clients diligently
larger deals and clients with the support of their junior, training them on daily tasks & KPI requirements
larger deals and clients with the support of their junior, training them on daily tasks & KPI requirements