Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You Managers and preparing comprehensive proposals and financial needs analysis for clients. From constructing completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need highly technical and analytical thinking, strong financial acumen, and high attention to detail. What you'll
practical experience in commercial accounting, financial analysis, and business support. Key Responsibilities: Responsibilities: Assist in the preparation and analysis of financial reports, including monthly management accounts Assist in the development and implementation of financial models to support business decision-making processes Collaborate with cross-functional teams to gather financial data, provide insights, and support business planning planning activities. Assist in the preparation of financial presentations and reports for senior management
Cape Town office. Preparation and analysis of financial reports, including monthly management accounts assessments. Development and implementation of financial models to support business decision-making processes Collaborate with cross-functional teams to gather financial data, provide insights, and support business planning planning activities Preparation of financial presentations and reports for senior management and stakeholders Good understanding of accounting principles, financial analysis techniques, and commercial acumen Strong
role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service it You'll be joining an esteemed independent financial planning practice, based in professional offices degree, ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it Candidates on track to complete their Certified Financial Planner® designation will be given preference
role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service it You'll be joining an esteemed independent financial planning practice, based in professional offices degree, ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it Candidates on track to complete their Certified Financial Planner® designation will be given preference
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You Managers and preparing comprehensive proposals and financial needs analysis for clients. From constructing completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need highly technical and analytical thinking, strong financial acumen, and high attention to detail. What you'll
Accountant who will play a key role in providing financial analysis, insights, and recommendations to support cross-functional teams, you will help analyse financial data and develop Management Accounts. The ideal Docs. You will also require solid knowledge of financial processes, systems and related laws, and have packs and collaborate with Auditors on annual financial statements. Handle submission of statutory returns analyses as needed. Provide assistance to the Financial Manager. Evaluate and enhance the system of internal
nce:
Minimum of 2 years experience in financial operations or related role
Certifications in financial planning or investment management
requirements: Minimum qualification: Financial Certificate or Financial Diploma Creditors experience working
requirements: Minimum qualification: Financial Certificate or Financial Diploma Creditors experience working