commercial/operational environment.
DUR002110 – FINANCE MANAGER – CLAREMONT, CPT Purpose of the job The purpose of the Finance Manager role is to to provide leadership, direction, and management to the finance and accounting teams within the Group. day-to-day operations, ensuring meaningful monthly management accounts, developing, and implementing financial Qualifications: Minimum in Degree or Diploma in Accounting/Management Accounting. Certified Accountant (CA) qualification commercial/operational environment. Experience managing a finance team. Knowledge of Xero Accounting.
DUR002110 – FINANCE MANAGER – CLAREMONT, CPT Purpose of the job The purpose of the Finance Manager role is to to provide leadership, direction, and management to the finance and accounting teams within the Group. day-to-day operations, ensuring meaningful monthly management accounts, developing, and implementing financial Qualifications: Minimum in Degree or Diploma in Accounting/Management Accounting. Certified Accountant (CA) qualification commercial/operational environment. Experience managing a finance team. Knowledge of Xero Accounting.
analysis which would be useful to the Portfolio Managers Client report back presentation generation and and tools as well as systems used. Aid in the construction and monitoring of portfolios. Understanding Understanding and regular monitoring of investment managers held in our products. Develop an understanding of all to successfully manage a suit of portfolios. Providing portfolio analytics services in relation to discretionary discretionary managed clients. Monitor and assess incumbent and current managers alongside the portfolio
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial financial needs analysis for clients. From constructing asset allocation reports to drafting records of trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth individuals and families as well as offering fiduciary services. You'll be office-based in stunning corporate
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial financial needs analysis for clients. From constructing asset allocation reports to drafting records of trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth individuals and families as well as offering fiduciary services. You'll be office-based in stunning corporate
solutions, dedicated to delivering exceptional service and peace of mind to their clients and strives validate and assess insurance policy applications to manage risk and ensure effective and efficient new business Maintain professionalism and provide high-level service excellence when interacting with clients, sales within a specified turnaround time. Notify your manager of any priority issues, escalation queries, or and stat records for workflow management. Identify additional training needs for sales agents related
solutions, dedicated to delivering exceptional service and peace of mind to their clients and strives validate and assess insurance policy applications to manage risk and ensure effective and efficient new business Maintain professionalism and provide high-level service excellence when interacting with clients, sales within a specified turnaround time. Notify your manager of any priority issues, escalation queries, or and stat records for workflow management. Identify additional training needs for sales agents related
Financial Planners to ensure clients receive top-notch service and advice. You'll enjoy a blend of administrative earned them a reputation for delivering exceptional service and results. With a focus on continuous learning ensure their clients get only the best possible service and results. What you'll need To be considered leaders in the financial services sector. Our client offers comprehensive training and development programs
Financial Planners to ensure clients receive top-notch service and advice. You'll enjoy a blend of administrative earned them a reputation for delivering exceptional service and results. With a focus on continuous learning ensure their clients get only the best possible service and results. What you'll need To be considered leaders in the financial services sector. Our client offers comprehensive training and development programs