financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial
researching the market for the best solutions for their needs.
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance ntify, refine, clarify, and define the business need
reconciliations and other reconciling tasks as needed
flexibility to encompass additional responsibilities as needed. This is an opportunity to work in a dynamic and related tertiary qualification. Minimum of 5 years' experience in a similar role. Proficiency in QuickBooks QuickBooks Online and Excel, with extensive experience in data analysis, formula creation, and spreadsheet management Knowledge of financial regulations and compliance. Experience dealing with product imports. Strong analytical Flexibility to take on additional responsibilities as needed to support the Finance Manager and the broader
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance ntify, refine, clarify, and define the business need
required
- Deal with financial enquiries as need be
- General administration, filing and reception members
QUALIFICATIONS:
Matric
2-3 years experience
Computer literate
SALARY: R15 000
Here's what you need to know:
Qualification Requirement:
Property-industry experience is highly advantageous
Provide support for all financial activities
& Experience:
You will need to possess minimum 3 years of commercial experience
Performing
multiple entities within a company portfolio. You would need to have completed articles and be SAIPA qualified le for both routine tasks and ad-hoc duties as needed
Requirements: