Financial Planning and Reporting Manager is responsible for overseeing the financial planning, budgeting tr>
Financial Planning and Analysis (FP&A):
Lead the annual 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 a
/>Consultant: Amelia Dienie - Dante Personnel Cape Town
for an International Direct Tax Manager in Cape Town. Job & Company Description: A global company
for an International Direct Tax Manager in Cape Town. Job & Company Description: A global company
opportunity for a Technical Accountant based in Cape Town Job & Company Description: A global company
opportunity for a Technical Accountant based in Cape Town Job & Company Description: A global company
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough relating to investments, retirement planning and estate planning Strong analysis skills to facilitate 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 relating to investments, retirement planning and estate planning Strong analysis skills to facilitate 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 data integration, financial plan preparation, assisting with scenario planning (if competent), assisting entities for Joint Planning and reporting on XPlan (Families and related parties – joint planning) Responsible full data update on XPlan, post the financial planning process with the client Complete data preparation in the various advice tools and CRM's Financial Planning preparation & Client Reviews Complete the