client is looking to recruit a Financial Planner & Analyst to join their team
team and require a full-time Financial Planner & Analyst that will help drive the
proactive and detail-oriented Financial Planner & Analyst expert to take ownership
transactions / spend per bar transaction.
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin at
bodies – where applicable. •Certified Financial Planner qualification preferred, FAIS qualifications an
levels Inventory ageing Sales volume & value Assist the category demand team with: Sales reporting reporting Margin management Recovery analysis Assisting with external reporting documents and requirements Manage financial data using BI tools Assist with ESG tasks Ad hoc assistance to the finance team, as required
ensuring their constant professional growth, and assisting them in the execution of their duties where necessary
automated ordering is not available be willing to assist with loading of customer
sales orders/invoices
automated ordering is not available be willing to assist with loading of customer sales orders/invoices
Preparation of monthly operational reporting Assisting with monthly forecasting Assemble and summarize
manager • Ensuring production is backflushed daily-assist with backflushing as and when required • Determining simultaneously • Regularly review age analysis • Assist in collecting overdue amounts • Authorize debtors'