reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow flow forecast for review by FP Identify areas for planning Carry out technical calculations Undertake research technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process Implementation coordinate review documentation including; financial planning and portfolio review as per the Annual Review requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages Ability to effectively communicate
reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow flow forecast for review by FP Identify areas for planning Carry out technical calculations Undertake research technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process Implementation coordinate review documentation including; financial planning and portfolio review as per the Annual Review requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages Ability to effectively communicate
offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners should have a deep understanding of financial planning and investments. The successful candidate will identifying new business. Provide customized financial planning and investment advice to existing and new clients Fiduciary etc. Qualifications: Bcom degree, Financial Planning, Investments, Wealth Management Minimum requirements:
Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory recommendations and action steps into a financial plan Source quotations for product related recommendations Client Advice Record Bachelor's Degree in Financial Planning or similar 5-10 years in financial advisory role
Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory recommendations and action steps into a financial plan Source quotations for product related recommendations Client Advice Record Bachelor's Degree in Financial Planning or similar 5-10 years in financial advisory role
development of the internal audit strategic plan and annual audit plan. Performs complex level professional key input to the development of the annual audit plan. Perform audit procedures, including identifying input on the improvement of strategic audit plan and annual plan. Continuously review and revise the audit identifying the development areas and career development plans in place for internal auditor staff. Identify resourcing Drive own performance development plan and career development plan. Work effectively in a professional
development of the internal audit strategic plan and annual audit plan. Performs complex level professional key input to the development of the annual audit plan. Perform audit procedures, including identifying input on the improvement of strategic audit plan and annual plan. Continuously review and revise the audit identifying the development areas and career development plans in place for internal auditor staff. Identify resourcing Drive own performance development plan and career development plan. Work effectively in a professional
extensive client book. Financial Planning : Develop comprehensive financial plans, advise on investment strategies strategies, retirement planning, estate planning, and tax optimization. Risk Management : Assess clients' place Fit and Proper Minimum 3 Years in Financial Planning Role Excellent command of Microsoft Excel or related to make a significant impact in the financial planning industry. R 180000 - R 240000 - Annually
extensive client book. Financial Planning : Develop comprehensive financial plans, advise on investment strategies strategies, retirement planning, estate planning, and tax optimization. Risk Management : Assess clients' place Fit and Proper Minimum 3 Years in Financial Planning Role Excellent command of Microsoft Excel or related to make a significant impact in the financial planning industry. R 180000 - R 240000 - Annually
Sales Plan/ Strategy Develop and implement strategy in line with company objectives Planning and ability to execute to achieve business plans (PPP) PIQ Planning TRS Planning – marketing, advertise in store champion action plan process and monitor progress and /or success rate of action plan. Full management Monitor and ensure forecasting is in line with sales planning Continuously improving forecasting techniques analysis, company MS/MP requirements and cooperative planning between KAM, Account Planner and Account Buyer