Maintain Financial Control policies Developing a training programme for Technical Accounting Assist with
accounting principles and practices Participating in training sessions and professional development opportunities
a respected and established Accounting and Tax services team, the role of the Chartered Accountant will will provides financial advice, audit services, and strategic guidance to a diversified portfolio of the d in Durban North, this established financial services firm, offers their growing portfolio of clients ledger
Experience
4-5 years experience in the financial services industry
Relevant tertiary education or courses
Complete the necessary training on the Companys preferred financial planning tools
Knowledge
Financial Services Industry
Understanding of FAIS and FICA legislation
a respected and established Accounting and Tax services team, the role of the Tax Administrator
Based in Durban North, this established financial services firm, offers their growing portfolio of clients
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously outstanding contact information of members. Customer service and support during the counselling process. Comply literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in knowledge of MS Office (Word, Excel, Outlook) Customer service experience (KYC) – Inbound and Outbound Ability
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously outstanding contact information of members. Customer service and support during the counselling process. Comply literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in knowledge of MS Office (Word, Excel, Outlook) Customer service experience (KYC) – Inbound and Outbound Ability
IGFD/PO-02 Icebolethu Group is an Authorised Financial Service Provider FSP45714 and a Level 1 BBBEE Contributor candidate will be responsible for procuring goods and services in compliance with Group Policies and Procedures and discounts with service providers. Negotiate, monitor and co-ordinate Service Level Agreements. Manage Manage the procurement system for goods and services according to the approved specification. Monitor
IGFD/PO-02 Icebolethu Group is an Authorised Financial Service Provider FSP45714 and a Level 1 BBBEE Contributor candidate will be responsible for procuring goods and services in compliance with Group Policies and Procedures and discounts with service providers. Negotiate, monitor and co-ordinate Service Level Agreements. Manage Manage the procurement system for goods and services according to the approved specification. Monitor
clients/prospects to introduce or position products and service offering Create interest and secure financial planning Deliver quality financial planning and advisory services to existing and prospective clients Generate new Facilitate requirements between clients and product/service providers Track and report progress of agreed implementation clients Compliance & Process: Agree on document services to be provided Provide and explain regulatory disclosures to new/existing clients Agree and sign service level agreements with new/existing clients Conduct