uncovering their financial objectives, and then creating plans to fulfill them. This opportunity offers an exciting them financial services. Design debt liquidation plans which consist of the time frame and priority of and expenditure to design appropriate financial plan. Proffer recommendations on cash management, investment financial performance to determine the need for plan adjustment. Provide sales offers for financial products Contact clients' creditors to arrange a payment plan suitable for both parties. Liaise with other client
uncovering their financial objectives, and then creating plans to fulfill them. This opportunity offers an exciting them financial services. Design debt liquidation plans which consist of the time frame and priority of and expenditure to design appropriate financial plan. Proffer recommendations on cash management, investment financial performance to determine the need for plan adjustment. Provide sales offers for financial products Contact clients' creditors to arrange a payment plan suitable for both parties. Liaise with other client
basic financial planning. Financial Planning support Formulate effective financial plan documents and/or (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management Competencies: Strong Administration, Organising and planning skills Communication and interpersonal skills
basic financial planning. Financial Planning support Formulate effective financial plan documents and/or (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management Competencies: Strong Administration, Organising and planning skills Communication and interpersonal skills
approved risk tolerance, risk appetite, and strategic plans. Ensure the organization maintains an adequate and management of the lifecycle of the Business Continuity Plan. Risk Policies and Processes - Regular review and rating methodology. - Monitor and report action plans. - Attend to Risk Committee actions. - Maintain and raise awareness. - Align and consolidate DR plan/elements to BCM reporting. Occupational Health and
approved risk tolerance, risk appetite, and strategic plans. Ensure the organization maintains an adequate and management of the lifecycle of the Business Continuity Plan. Risk Policies and Processes - Regular review and rating methodology. - Monitor and report action plans. - Attend to Risk Committee actions. - Maintain and raise awareness. - Align and consolidate DR plan/elements to BCM reporting. Occupational Health and
and be studying towards a CIMA qualification (Planning to). 3-5yrs ongoing experience in similar role and be studying towards a CIMA qualification (Planning to). 3-5yrs ongoing experience in similar role
experience. An all-round knowledge of the Financial Planning Industry RE Exams and knowledge of statutory requirements
experience. An all-round knowledge of the Financial Planning Industry RE Exams and knowledge of statutory requirements
guidance on the development of corrective action plans to address major and minor control breakdowns including closure Monitor and evaluate corrective action plans implemented by Operations to close control gaps