Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
investment mandates and client instructions via financial advisers onto underlying platforms Work closely intellect with a high level of commercial and financial acumen. Your excellent interpersonal skills enable deliver at speed High level of commercial and financial acumen Excellent interpersonal skills and change significantly in Financial Personality Assessments, Cash Flow Modelling / Financial Needs Analysis, Investor
investment mandates and client instructions via financial advisers onto underlying platforms Work closely intellect with a high level of commercial and financial acumen. Your excellent interpersonal skills enable deliver at speed High level of commercial and financial acumen Excellent interpersonal skills and change significantly in Financial Personality Assessments, Cash Flow Modelling / Financial Needs Analysis, Investor
Reference: JHB002294-DN-1 Our client in the Financial sector based in Midrand is looking for a Transactional Transactional management role in the banking or financial services industry of which 2-3 years experience analytical skills with the ability to interpret financial data and identify trends Ability to make data-driven banking software, platforms, Microsoft Office suite Financial and commercial acumen Report writing Understanding the needs of all parties Negotiate pricing and financial arrangements with clients Monitor the portfolio
Reference: JHB002294-DN-1 Our client in the Financial sector based in Midrand is looking for a Transactional Transactional management role in the banking or financial services industry of which 2-3 years experience analytical skills with the ability to interpret financial data and identify trends Ability to make data-driven banking software, platforms, Microsoft Office suite Financial and commercial acumen Report writing Understanding the needs of all parties Negotiate pricing and financial arrangements with clients Monitor the portfolio
looking for a Senior Accountant who can assist the Financial Manager. Duties: Preparation of daily cash flow reconciliations and control accounts for review by financial manager before submission; Assisting with queries qualifications required: Bachelors' degree in Financial Accounting (or similar - advantageous); 3 Years skills with the ability to translate complex financial data; Attention to detail and accuracy; Experience
to both establish and efficiently grow bespoke financial services products within complex regulatory environments investment, accounting, or similar degree to join our Financial Operations Trade FinOps team. The purpose of this role will be to support the FinOps team in all financial operations relating to CIS, banking CIS and any similar) Strong Microsoft Excel skills essential; Financial Services exposure essential; Strong attention
to both establish and efficiently grow bespoke financial services products within complex regulatory environments investment, accounting, or similar degree to join our Financial Operations Trade FinOps team. The purpose of this role will be to support the FinOps team in all financial operations relating to CIS, banking CIS and any similar) Strong Microsoft Excel skills essential; Financial Services exposure essential; Strong attention
implementation into a competitive advantage for financial institutions. The successful candidate will enjoy a hybrid working model while partnering with financial institutions to maximize their return on implementing management) of 1 years working experience within a financial institution (preference will be given to candidates implement regulations facing South African banks and financial institutions Communicate effectively with a broad
implementation into a competitive advantage for financial institutions. The successful candidate will enjoy a hybrid working model while partnering with financial institutions to maximize their return on implementing management) of 1 years working experience within a financial institution (preference will be given to candidates implement regulations facing South African banks and financial institutions Communicate effectively with a broad