processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management
markets
customers & suppliers. Submission of IT14's and IRP6's. Compilation of Management Statements on monthly
monitoring, and controlling the company''''s cost structure, ensuring efficient use of resources
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Bachelor''s degree in Accounting, Finance, or a related field
Reference: CTF018553-LSa-1 Calling all CA(SA)'s and AGA(SA)'s who are passionate about the more technical
Reference: CTF018553-LSa-1 Calling all CA(SA)'s and AGA(SA)'s who are passionate about the more technical
Submitting EMP501`s and creating IRP5`s, addressing any queries related to IRP5`s Conducting the annual
Submitting EMP501`s and creating IRP5`s, addressing any queries related to IRP5`s Conducting the annual
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