providing technical and administrative financial planning support to Advisers and senior management at established experience within a Financial Planning practice. Knowledge of Financial Planning principles including Estate Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products and services offered the Financial Planning Industry, financial and insurance products, and financial planning concepts, as Experience in working with Elite Wealth's financial planning software would be an advantage, as well as NinetyOne
providing technical and administrative financial planning support to Advisers and senior management at established experience within a Financial Planning practice. Knowledge of Financial Planning principles including Estate Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products and services offered the Financial Planning Industry, financial and insurance products, and financial planning concepts, as Experience in working with Elite Wealth's financial planning software would be an advantage, as well as NinetyOne
experience within a Financial Planning practice.
be doing it You'll be joining a small financial planning brokerage, they are well-established and thriving thriving. They provide customised financial planning services to their clients. You'll be office based daily gained at least 2 years of experience in financial planning doing all the relevant administration and support Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least 2 of
be doing it You'll be joining a small financial planning brokerage, they are well-established and thriving thriving. They provide customised financial planning services to their clients. You'll be office based daily gained at least 2 years of experience in financial planning doing all the relevant administration and support Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least 2 of
reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow flow forecast for review by FP Identify areas for planning Carry out technical calculations Undertake research technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process Implementation coordinate review documentation including; financial planning and portfolio review as per the Annual Review requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages Ability to effectively communicate
reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow flow forecast for review by FP Identify areas for planning Carry out technical calculations Undertake research technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process Implementation coordinate review documentation including; financial planning and portfolio review as per the Annual Review requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages Ability to effectively communicate
Accountants and Auditors, you will compile audit plans, draft management letters, reports, and related accountable for the following key result areas: Planning, executing, and overseeing client assignments projects to deliver excellent service professionally. Planning and executing operational and financial audits Formulating professional development and educational plans for junior staff members (trainees as assigned and and rotated throughout the year). Planning and allocating resources and individuals according to skills
shareholder, board reporting obligations