financial leader with a proven track record in managing diverse financial functions? If you possess a the Regional Financial Manager, you will oversee budgeting and forecasting, manage internal controls, and planning. Your role will also encompass cash management to optimize working capital and supervising a operational efficiency of the region. You'll need to manage many different entities across many jurisdictions the ability to see the finance function from a business perspective. A clear understanding of GAAP or
Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative Financial Planners with processing new business and existing business like investments, risk, medical aid client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll have completed your Matric and a qualification/diploma in financial planning is highly advantageous. You
Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative Financial Planners with processing new business and existing business like investments, risk, medical aid client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll have completed your Matric and a qualification/diploma in financial planning is highly advantageous. You
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial enhancing the overall client experience and driving business growth. With constant innovation and a focus on trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth to have a completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial enhancing the overall client experience and driving business growth. With constant innovation and a focus on trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth to have a completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll
or at least studying towards your Postgraduate Diploma in Financial Planning and you need to have completed investment and retirement product knowledge. The business is paperless so Advanced Excel skills are essential
or at least studying towards your Postgraduate Diploma in Financial Planning and you need to have completed investment and retirement product knowledge. The business is paperless so Advanced Excel skills are essential
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) it) You will be responsible for processing new business and general administration tasks. It includes investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) it) You will be responsible for processing new business and general administration tasks. It includes investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin
at every level. Overseeing all operational and business activities, you will ensure desired results align align with the organisation's strategy. You'll manage financial affairs, optimise investment initiatives Ideally we'd like someone with a Master's Degree in Management Sciences or a related field but we'll also consider accountability governance. You possess strong financial management skills, including budget preparation and adherence succession planning. You are skilled in conflict management, business acumen, and providing expert advice on strategic