month. Ensuring that field work is completed as planned, in accordance with policies and procedures and budget Produce client reports Accounting budget planning and management Monitor and evaluate performance administration Ensuring that targets are met Ensuring that planning for the month is compiled and discussed with the demonstrate and exercise sound judgment skills Planning and organizational skills
client's house, restaurant, etc.) • Doing all the planning for our clients (Investment proposals, Financial required but loads of passion for holistic financial planning. (We will provide training) Market related.
client's house, restaurant, etc.) • Doing all the planning for our clients (Investment proposals, Financial required but loads of passion for holistic financial planning. (We will provide training) Market related.
assigned accounts to identify outstanding debts, planning a course of action to recover outstanding payments payments, negotiating payoff deadlines or payment plans, handling questions or complaints, and investigating
cashflow planning Measure compliance with financial soundness requirements Implement corrective plans if required
Tax; Company Law; Fiduciary Services and Estate Planning Structures & advisory Computer skills - MS
Tax; Company Law; Fiduciary Services and Estate Planning Structures & advisory Computer skills - MS
income tax act compliance and tax planning. Review tax compliance and plan tax affairs. Ensure the finance
and effective. Propose and implement development plans together with HR in terms of IDP of employees Oversees Qualifications Post Graduate Degree in Financial Planning with CFP status RE5 Experience: Min of 5 years'
and effective. Propose and implement development plans together with HR in terms of IDP of employees Oversees Qualifications Post Graduate Degree in Financial Planning with CFP status RE5 Experience: Min of 5 years'