(CPT), is currently looking to employ a Financial Manager. An awesome career opportunity awaits you Requirements: Review of monthly reconciliations. Treasury management. Month end process completion (including monthly compliance with IFRS. Ad hoc projects as assigned by Managing Director. Kindly be advised that should you not
(CPT), is currently looking to employ a Financial Manager. An awesome career opportunity awaits you Requirements: Review of monthly reconciliations. Treasury management. Month end process completion (including monthly compliance with IFRS. Ad hoc projects as assigned by Managing Director. Kindly be advised that should you not
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by relevant legislation. Gather, summarise and analyse new client information/data. Working with the Financial
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by relevant legislation. Gather, summarise and analyse new client information/data. Working with the Financial
Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting
Implement the agreed solution for clients and manage underwriting and other onboarding requirements
Implement the agreed solution for clients and manage underwriting and other onboarding requirements