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The Financial Planning and Reporting Manager is responsible for overseeing the financial planning, budgeting cellspacing="0">
Financial Planning and Analysis (FP&A):
Lead the regional finance teams to ensure cohesive financial planning and reporting.
Present financial findings
Minimum of 5 years of experience in financial planning, analysis, and reporting, preferably within
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
tertiary education or courses Exposure to financial planning The Paraplanner supports the Financial Planner preparing of client data, data integration, financial plan preparation, assisting with scenario planning Responsible for full data update on XPlan, post the financial planning process with the client Complete data preparation data in the various advice tools and CRM's Financial Planning preparation & Client Reviews Complete necessary training on the Company's preferred financial planning tools Pass competence assessment by Business
tertiary education or courses Exposure to financial planning The Paraplanner supports the Financial Planner preparing of client data, data integration, financial plan preparation, assisting with scenario planning Responsible for full data update on XPlan, post the financial planning process with the client Complete data preparation data in the various advice tools and CRM's Financial Planning preparation & Client Reviews Complete necessary training on the Company's preferred financial planning tools Pass competence assessment by Business
tertiary education or courses
Exposure to financial planning
The Paraplanner supports the Financial
preparing of client data, data integration, financial plan preparation, assisting with scenario planning
/>Responsible for full data update on XPlan, post the financial planning process with the client
Complete data
advice tools and CRMs
Financial Planning preparation & Client Reviews
financial planning tools
Pass competence assessment by
independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, candidate should have a deep understanding of financial planning and investments. The successful candidate identifying new business. Provide customized financial planning and investment advice to existing and new Fiduciary etc. Qualifications: Bcom degree, Financial Planning, Investments, Wealth Management Minimum requirements:
NFR003716-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance requirements Qualifications: BCom Degree, Financial planning, Investments, Finance and wealth 3 - 5 years
NFR003716-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance requirements Qualifications: BCom Degree, Financial planning, Investments, Finance and wealth 3 - 5 years