Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive completeness and data field labeling in all applications and tools. Responsible for full data update planning tools. Pass competence assessment by Business Development Managers and Financial Planning Partner
and industry forums to establish and strengthen business networks. Assessing the financial health and potential accordingly. BCom degree in Accounting, Finance or other business-related field with minimal level of Financial equivalent 4 years experience in Business Investment or a Business Finance related role Experience in
and industry forums to establish and strengthen business networks. Assessing the financial health and potential accordingly. BCom degree in Accounting, Finance or other business-related field with minimal level of Financial equivalent 4 years experience in Business Investment or a Business Finance related role Experience in
end & year end close process • Compile VAT information for review • Control over the fixed asset register
Financial Planning Flexibility of managing your own business
company's financial modelling competencies Assist with business development and general project management REQUIREMENTS