their portfolio of clients while providing financial planning advice. To generate leads, set up appointments knowledge of financial planning principles and investment strategies CFP or diploma in Financial Planning advantageous
their portfolio of clients while providing financial planning advice. To generate leads, set up appointments knowledge of financial planning principles and investment strategies CFP or diploma in Financial Planning advantageous
prepare financial reports including financial statements, strategic plans, budgets and financial forecasts the Senior Accountant an annual budget and/or financial plan, business plans, and/or any documentation required company fiscal records, signed financials, financial plans and policies, accounting practices, communication
prepare financial reports including financial statements, strategic plans, budgets and financial forecasts
auditor. Perform financial, compliance, IT and operational internal audits including planning and development
Key responsibilities will include record keeping, management and financial accounting, analysis, budgeting, reporting and ensuring that all corporate accounting and reporting requirements and deadlines are met. The successful candidate will also be responsible for the reporting and consolidating of