strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
FICA Risk Management & Compliance programme.
analysis of financial reports, including monthly management accounts, budget variance analysis, and forecasting financial presentations and reports for senior management and stakeholders Annual budgeting process by ACA,CA ) Strong Academic background Team lead / Management experience Good understanding of accounting principles
all aspects. Coordinate with Customer Services to manage returns, replacement devices, and resolve queries Agreements (SLAs) with precision and timeliness. Manage customer purchase orders in collaboration with procurement team. Handle customer back-order management efficiently. Cultivate strong relationships with reporting tools; Detail-oriented with strong time management skills, capable of leading and working on multiple
You're an Administrator, with a knack for managing compliance-related tasks. Is this you? You are a detailed trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth
You're an Administrator, with a knack for managing compliance-related tasks. Is this you? You are a detailed trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth
returns, monthly returns and reporting. Monthly management accounts. Monthly payroll processing, bi-annual accounting practices such as VAT, IRP5, EasyFile and management accounts is vital. Knowledge on or exposure to
Bank, ABSA Management of advocate payments during the month Trustworthy Good time management and deadline
Bank, ABSA Management of advocate payments during the month Trustworthy Good time management and deadline