Regardless of their specialization, all financial planners have the same objective: to help their clients professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners reside in the Western Cape Tertiary (university) education preferable (finance, entrepreneurship, law, commerce
Regardless of their specialization, all financial planners have the same objective: to help their clients professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners reside in the Western Cape Tertiary (university) education preferable (finance, entrepreneurship, law, commerce
analysing cost control, and participating in special projects as needed to provide analytical and decision support
the client to understand their context and needs
You will educate and inform Members, Pensioners and Human Resource Business Partners with information representatives of the client to understand their context and needs •Partner with Employer representatives and HR professionals commitment to member engagement and education plans to meet these needs and share feedback and trends with Consultant on all referrals Proactively engage, educate members and advise members at key points in their pension fund act, etc. •Plan and coordinate member education sessions ensuring their objectives are well defined
on computer spreadsheets and databases, using specialized accounting software Operate computers programmed regarding any anomaly in the finances department EDUCATIONAL REQUIREMENTS: Matric Relevant Diploma in Accountancy
the qualities we seek. Regardless of their specialization, all financial planners have the same objective: standards of professionalism and integrity. Tertiary education preferable, specifically in the fields of finance
the qualities we seek. Regardless of their specialization, all financial planners have the same objective: standards of professionalism and integrity. Tertiary education preferable, specifically in the fields of finance
PC001473-RC-1 Our client in Durbanville, who specializes in funding and growing SME's is looking for a Understand the process that needs to be followed by the operations team as a whole and need to be able to explain
PC001473-RC-1 Our client in Durbanville, who specializes in funding and growing SME's is looking for a Understand the process that needs to be followed by the operations team as a whole and need to be able to explain