(CPT), is currently looking to employ a Financial Manager. An awesome career opportunity awaits you Requirements: Review of monthly reconciliations. Treasury management. Month end process completion (including monthly compliance with IFRS. Ad hoc projects as assigned by Managing Director. Kindly be advised that should you not
(CPT), is currently looking to employ a Financial Manager. An awesome career opportunity awaits you Requirements: Review of monthly reconciliations. Treasury management. Month end process completion (including monthly compliance with IFRS. Ad hoc projects as assigned by Managing Director. Kindly be advised that should you not
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products and services presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills financial planning concepts, as well as investments, tax and general financial analysis. Experience in working planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products and services presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills financial planning concepts, as well as investments, tax and general financial analysis. Experience in working planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement
Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
Identifies and reports risks or areas of concern to management within own department and area of responsibility financial guidelines, report deviations to direct Manager. Kindly be advised that should you not receive
Identifies and reports risks or areas of concern to management within own department and area of responsibility financial guidelines, report deviations to direct Manager. Kindly be advised that should you not receive
Implement the agreed solution for clients and manage underwriting and other onboarding requirements
Implement the agreed solution for clients and manage underwriting and other onboarding requirements