Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
Are you ready to elevate your career as a Junior Paraplanner? Is this you? You're a dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment where attention to detail is paramount and you're eager to join a dynamic team. What you'll be doin
management and other capital allocation KPI's Assistance with Claims reporting Daily Accounts Payable
Prosperitas, a dynamic and established Company in Arcadia has a vacant position: Person will be responsible for Finance / Bookkeeping. Relevant experience in financial / administrative is a requirement for this opportunity. The suitable candidate must meet the following requirements: 1.Grade 12 qual
Collection of borrower information to meet prescribed internal KYC/AML policies and procedures Coordinate with
Responsibilities: Client service, training, on-site client assistance and account collection. Preplanning of on-site clients who require assistance based on pre-analysis of the book; Provide further assistance to clients to training and related assistance to clients as directed by management; Liaison with the Client Relations Line Line Management on all client related matters; Collect accounts from clients if and when required; Weekly Weekly written feedback to Client Relations Manager on clients visited; clients trained, accounts collected;
My client is currently recruiting for a Category II Compliance Officer position. Reporting to the Head: Compliance. You will overall be responsible for the implementation of relevant legislation regulations and to drive quality assurance and compliance adherence in the Adviser offices (long- and sho
up-to-date records in the accounting system, for internal use and external insurance reporting. Managing sheet reconcilliations Participating in meetings related to financial reportingAssist with opening company department on various matters pertaining to the company Assist in drafting company letters, resolutions, etc Requirements:
have started the Insurance related exams via IISA or Milpark). Market Related
compliance requirements against legislation and any internal policies and procedures (Risk Management and reporting) compliance obligations and monitor ongoing compliance Assisting in the compiling of statutory reports to the FSCA business avoids regulatory sanctions and penalties Assisting with any other compliance duties within the department interpretation skills Proficient in MS Office Market Related