within the Company's preferred Advice methodology and tool sets only. Categories: Client data management Responsible methodology” tools. Ensure completeness and data field labeling in all applications and tools. Responsible integrity of client data in the various advice tools and CRM's. Financial Planning preparation and Client training on the Company's preferred financial planning tools. Pass competence assessment by Business Development Managers and Financial Planning Partner on planning tools. XPlan Wealth Maps (client repots) must be complete
compliance with IFRS.
with IFRS
Audits and Year-End
creditors Internal control Maintaining CAPEX and tooling reports Year-end Statutory Audit BCom or National
compliance with IFRS. Maintain the Capex & Tooling Reports. Generate information and reports. Participate variances. Prepare & maintain a Capex and Tooling reports and register. Prepare and plan year-end
group using primarily the Board and BPC reporting tools, together with all aspects of reporting to Adapt functioning and maintenance of the Board reporting tool · Maintain full admin responsibility for the system
group using primarily the Board and BPC reporting tools, together with all aspects of reporting to Adapt functioning and maintenance of the Board reporting tool · Maintain full admin responsibility for the system
proficiency in using financial management software and tools.Qualifications:
Business Development Managers in the use of system tools regarding costing and profitability.