investment management business is looking for a financial planning administrator with 2 years experience to the required experience, please apply here Financial Planning Administration R18 000
Operate at Group Level
Management accounts, quarterly forecasts, consolidations, and revenue analysis
Prepare profitability and utilisation reporting for new entities
Roadmap for improvement
Workflow documentation
Commercial Support Partnering, improving and preparing<
PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms.
Duties would include:
KPI's as well as having oversight of the financial standing, planning, assessing, and guiding at board level
Performance Areas (Responsibilities): Perform Financial Planning and Analysis Month end Reporting Reviewing
Performance Areas (Responsibilities): Perform Financial Planning and Analysis Month end Reporting Review accounting
investment management business is looking for a financial planning administrator with 2 years experience to the required experience, please apply here Financial Planning Administration R18 000
Performance Areas (Responsibilities): Perform Financial Planning and Analysis Month end Reporting Reviewing
Executive: Financial Planning and Analysis and will be responsible for overseeing financial planning, budgeting
Performance Areas (Responsibilities): Perform Financial Planning and Analysis Month end Reporting Review accounting