phase seeks a Financial Planning & Analysis Manager to join their team. This exciting role sits within completed degree in Accounting, Finance, Economics or related with an honours degree as a preference or CFA, the financial services industry (Fintech, Asset Management, Banking) Minimum of 5-7 years of experience
You've gained experience doing manager research and you're keen to join a business where you can directly you? You've got what it takes to research asset managers and know how to identify good performance for solutions and portfolios. You'll be responsible for managing performance data, conducting detailed reporting experience in an Analyst role where you have done manager research. Attention to detail, effective communication into areas where your strengths lie. A market-related salary will be offered with annual performance
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin role but the opportunities are endless. A market-related salary will be offered as well as annual performance
Follow up on and resolving transporter queries relating to invoices and pod's Maintains historical records
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you? You've kick started your career in financial planning and the part you enjoy most if the research and analysis that happens before you can advise a client. This is your chance to focus on just that
closely with the director to streamline processes, manage financial records, and support the executive team rule, this is the role for you Responsibilities: Manage and execute accounts payable and receivable with Maintain impeccable financial records and document management systems. Contribute to financial audits with deadlines. Independent worker, capable of self-management and initiative. Exceptional analytical and problem-solving
be doing it You'll be joining an amazing asset manager with a unique investment philosophy that has made
We are looking for a qualified underwriter to deal with a portfolio of High Net Clients. We require an NQF4 and RE qualification with exposure to dealing with High Net Clients General queries New Business Renewal Endorsements Re broke Cancellations Refunds Credit control Contribute towards and ensur
investment committee Liaising with fund managers, company managers, external legal, financial, tax and technical briefing provided by the investment managers, internally and externally. Manage processes associated with compliance Bachelors Degree in business or commerce, finance or related is essential Post Graduate degree preferred 3-5
Sales Management: Drive revenue growth by identifying and seizing sales opportunities. Your strategic
maximizing productivity
Customer Relationship Management: Cultivate meaningful relationships with our
exceeding their expectations
Reporting: Keep management informed about your activities and results through