closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business
preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records
Paraplanner readiness)
Work closely with Assistants, Product Provider support people, Wealth Account
Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process
Performance Indicators score on NAV
Request assistance and guidance from the Partner Operations Manager
(SARS, auditors, consultants).
analysis using financial models and datasets.
Processing for VAT returns - Year-end journals - Assisting in compiling audit files - Schedules and reconciliations reconciliations - Admin and filing management - Assisting the Accountants Preference will go towards canidates
Reconciliations, Collections, Journals, GRN's etc. Assist with Creditors Petty Cash Banking Cash book processing following up with outstanding payments Team player – assist others in the department, work in open office environment
accounting system Assist with preparation of the budget and load budget on the system. Assist with preparation Compile balance sheet account reconciliation. Assist with preparations of the year-end statutory audit
include but are not limited to:
training programme for Technical Accounting Assist with month end Assist with yearend audit process Review of