Regardless of their specialization, all financial planners have the same objective: to help their clients professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners reside in the Western Cape Tertiary (university) education preferable (finance, entrepreneurship, law, commerce
Regardless of their specialization, all financial planners have the same objective: to help their clients professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners reside in the Western Cape Tertiary (university) education preferable (finance, entrepreneurship, law, commerce
hear from you We require a candidate with: Bcom Specializing in Tax SAIT. Minimum 4 Years Experience Based
wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals according to their specific lifestyles and financial needs Meet with clients to form a financial outlook including meetings that provide feedback and continued education opportunities Build and manage your professional go-getter who can take the initiative and does not need their hand held You are a self-starter, with high the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals
essential ie. Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate to communicate to, educate and engage clients in order to better meet their needs Monitor and report
essential ie. Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate to communicate to, educate and engage clients in order to better meet their needs Monitor and report
Description (Including but not limited to): I specialize in finding people employment in the finance industry
Description (Including but not limited to): I specialize in finding people employment in the finance industry
retail experience is an advantage Experience in a special audits/investigations/due diligences/fraud investigations
other stakeholders to understand their financial needs, provide guidance, and ensure alignment with overall closely with department heads to assess resource needs, identify areas for cost optimization, and ensure Ad-hoc Tasks Perform irregular, one time and special request tasks related to the department as a whole multiple projects and meet deadlines. Level of Education: - CA (SA) - CPA - CIMA - ACCA Job Related Work