to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client legislation. This will include the checking of Client Care documents, suitability letters and business submissions submissions for final submission. Updating Client Care documents and business documents to required standards annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client legislation. This will include the checking of Client Care documents, suitability letters and business submissions submissions for final submission. Updating Client Care documents and business documents to required standards annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client legislation. This will include the checking of Client Care documents, suitability letters and business submissions submissions for final submission. Updating Client Care documents and business documents to required standards annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
levels Inventory ageing Sales volume & value Assist the category demand team with: Sales reporting reporting Margin management Recovery analysis Assisting with external reporting documents and requirements Manage financial data using BI tools Assist with ESG tasks Ad hoc assistance to the finance team, as required
financial transactions, reconciling accounts, and assisting in the preparation of financial statements. Key analysing account information. Financial Reporting: Assist in the preparation of financial statements. Generate to the organization. Auditing: Prepare for and assist in audits. Generate required documentation for
financial transactions, reconciling accounts, and assisting in the preparation of financial statements.
Key
information. Financial Reporting: Auditing:
Preparation of monthly operational reporting Assisting with monthly forecasting Assemble and summarize
fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility: