Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and assisting financial planners.
With the long term goal of becoming a Financial Advisor, the the Paraplanner will be a financial expert with specific responsibilities including:
(Honours advantageous) Advanced knowledge of Microsoft Office Sage & Xero (Advantageous) Draftworx (Advantageous) purpose of this position: This is a full-time, office based position with standard working hours, Monday Friday. The Senior Clerk typically works in an office environment and may be required to occasionally drafting of Annual Financial Statements in Draftworx Assisting in Audits Analysis of Financial Statements Assist
knowledge of technology and its applications in financial services 3 or more years experience in developing business process documentation in a financial environment (essential) MS Office (including Word, Excel, PowerPoint
Proactively manage the General Manager and Chief Executive Officers Manage and organize associated travel
achieve their financial goals. With over 60 years of experience in the insurance industry, we have earned satisfaction. This is a full-time Financial Planner role at Liberty. As a Financial Planner, you will be responsible personalized financial planning services to our clients. This includes assessing their financial situation and objectives, and developing comprehensive financial plans to help them achieve their goals. You will ongoing financial advice and guidance to clients, as well as monitoring and reviewing their financial plans
Assist in the preparation of financial statements Conduct audits and financial analysis to identify irregularities Maintain accurate and up-to-date financial records Utilize MS Office software for data analysis and reporting
Equity Analyst will be responsible for analyzing financial data, preparing reports and making recommendations up to date with the latest developments in the industry. Qualifications: Bachelor's degree or higher in Economics, or a related field. Proficiency in financial modeling and analysis. Strong analytical skills deadlines. Previous experience in equity research or financial is a plus, but not a must. An Important Announcement weight. Technical skills: Develop proficiency in financial modeling, company valuation techniques, and accounting
6-month fixed-term contract and is based full-time in office) The successful candidate will have a minimum of objectives of the ICTS Department and the Chief Information Officer. Qualifications: An NQF Level 7 qualification
Equity Analyst will be responsible for analyzing financial data, preparing reports and making recommendations up to date with the latest developments in the industry. Qualifications: Bachelor's degree or higher in Economics, or a related field. Proficiency in financial modeling and analysis. Strong analytical skills deadlines. Previous experience in equity research or financial is a plus, but not a must. An Important Announcement
Reference: NWA003501-Ren-2 My client, a reputable Financial Services Company, is urgently in need of a Intermediate experience Experience in related roles in the financial services industry Experience in CRM and client portal solutions