firm that provides customized financial planning services to retirement funds and their members. They have to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
firm that provides customized financial planning services to retirement funds and their members. They have to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
privilege of offering professional, personalised service for over 50 years. Spearheaded by our experienced and dynamic management team, we offer in-depth assistance with auditing, accounting, taxation, financial financial management and administration, secretarial services as well as the administration of deceased estates schedules, tax representation/engagement letters. Assist with provisional tax calculations and email clients taxpayers make top-up payments where necessary Assist Tax Administrator with: uploading tax clients supporting
professionals provides exceptional service and a full range of services, including planning, design, and and tax preparation. The role will also involve assisting with financial analysis and supporting the finance Transport and installation schedule and journal Assisting auditors during audit Vespa loan schedule and expenses reports and statements for the management. Assisting with the completion of month end journals, posting management. Creditors Supervision Supervise and assist creditors departments Review, approve and release
Our client within the Financial and Investment services based in the UK and South Africa is currently To assist the director and financial advisors with the investment planning processes and services offered and efficient professional end-to-end customer services and related processes. Maintain and enhance client financial planning process At least 5 years Financial Services Industry work experience in a senior role Be able levels Responsibilities: Understand products and services offered by the business. Analyse monthly fund
of the Fund. They will also be responsible for assisting the deal team in recording and monitoring the overall Fund structure
of the Fund. They will also be responsible for assisting the deal team in recording and monitoring the overall Fund structure
ageing
conversion Debtors ageing Service levels Inventory ageing Sales volume & value Assist the category demand reporting Margin management Recovery analysis Assisting with external reporting documents and requirements financial data using BI tools Assist with ESG tasks Ad hoc assistance to the finance team, as required
Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town Town. Only candidates from the financial service will be considered. This is a full-time working from home