client proposals to Advisors & Wealth Managers as part of new business.
client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken or capturing of client payments and requests. As part of financial planning process: Cash flow and performance management with any general office duties, from time to time. Respond to client inquiries. Interacting with Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality
client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken or capturing of client payments and requests. As part of financial planning process: Cash flow and performance management with any general office duties, from time to time. Respond to client inquiries. Interacting with Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality
valuation.
dedication to customer satisfaction. This is a full-time Financial Planner role at Liberty. As a Financial of accuracy Ability to work independently and as part of a team Bachelor's degree in Finance, Accounting Accounting, Law, Marketing or a related field Drivers license and own vehicle R 10000.00 startup stipend (new
dedication to customer satisfaction. This is a full-time Financial Planner role at Liberty. As a Financial of accuracy Ability to work independently and as part of a team Bachelor's degree in Finance, Accounting Accounting, Law, Marketing or a related field Drivers license and own vehicle R 10000.00 startup stipend (new
new critical commercial function which will form part of the company's succession planning. Opportunity dealing with different languages, cultures & time zones working. REQUIREMENTS Matric, Degree in Finance different languages with different cultures and time zones Strong communication and interpersonal skills adjustments. Oversee the preparation of quarterly cost driver schedules, encompassing both macro and local economic roll-outs, ensuring successful implementation and timely delivery. Manage the development and deployment
new critical commercial function which will form part of the company's succession planning. Opportunity dealing with different languages, cultures & time zones working. REQUIREMENTS Matric, Degree in Finance different languages with different cultures and time zones Strong communication and interpersonal skills adjustments. Oversee the preparation of quarterly cost driver schedules, encompassing both macro and local economic roll-outs, ensuring successful implementation and timely delivery. Manage the development and deployment
SAICA regulations, excellent problem-solving and time management skills.
Requirements:
CA(SA)
to 4 years post-articles experience
Valid drivers license
Fluent in Afrikaans and English
y bilingual (Afrikaans & English)