looking for an exceptional candidate who has experience as a Paraplanner within wealth management, preparing preparing detailed and complex proposals and financial needs analyses for clients. Key Functions of the role: proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
looking for an exceptional candidate who has experience as a Paraplanner within wealth management, preparing preparing detailed and complex proposals and financial needs analyses for clients. Key Functions of the role: proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills,
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills,
accounting/bookkeeping experience in the retail industry along with staff leadership experience? We're seeking fast paced environment so we'll need your leadership skills and experience. What you'll be doing (and why small team so it's critical you have management experience and skills. Where you'll be doing it You'll be They work Monday to Friday, 8am to 5pm. What you'll need There are two possibilities with this role, we'll financial accounting / bookkeeping experience but in both possibilities you'll need to have managed staff and
audit team in the field by being responsive to data needs in a timely manner. Be the internal liaison between and the internal audit team to facilitate data needs for the audit team. Assist in investigations and Work with internal auditors to understand data needs and brainstorm ways to perform audits more efficiently and visualisation tools. Qualifications and Experience: Btech in Info Systems or BCom in IT or Information years data analytics experience 2-3 years financial systems or system auditing experience from big 4 preferable
investment-related degree, gained some technical admin experience and now you want to get stuck into the real technical tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that client-centricity. What you'll need To succeed in this role, you need to have a completed degree in Investments year of working experience in the investment industry. You need to have gained experience working with KYC
investment-related degree, gained some technical admin experience and now you want to get stuck into the real technical tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that client-centricity. What you'll need To succeed in this role, you need to have a completed degree in Investments year of working experience in the investment industry. You need to have gained experience working with KYC
NFR003682-CPi-1 Finance Manager with experience in the Healthcare industry needed Our client situated in the Southern budgeting, forecasting and financial analysis experience. Job profile: Reporting: prepare annual financial Qualifications & Experience: BCom Accounting and Accounting Honours or equivalent. 3 years' experience in a similar similar role Healthcare/ Hospital industry exposure Experience with payroll services Understanding of accounting interpersonal skills. Experience working on Sage Comfortable travelling for work if needed If you are interested
NFR003682-CPi-1 Finance Manager with experience in the Healthcare industry needed Our client situated in the Southern budgeting, forecasting and financial analysis experience. Job profile: Reporting: prepare annual financial Qualifications & Experience: BCom Accounting and Accounting Honours or equivalent. 3 years' experience in a similar similar role Healthcare/ Hospital industry exposure Experience with payroll services Understanding of accounting interpersonal skills. Experience working on Sage Comfortable travelling for work if needed If you are interested