developing financial recommendations, analysing information, and overseeing the administration of the financial The monitoring of the financial planning recommendations Oversee the administration of a financial planning
including preparation of invoices and financial administration. v. Managing and witnessing testing and
Contract Executive daily. Provide daily financial and administration support and oversight to units. Prepare and behaviour. Manage and oversee the financial and administrative staff within the units ensuring regular
by the project companies. This includes financial administration, investor reporting and fund management
by the project companies. This includes financial administration, investor reporting and fund management
meet Finance’s expectations Maintain financial and administrative software and templates Customer services
Durban. This role involves overseeing the financial and administrative operations of the Business Unit, ensuring
will support a small team of Financial Planners with daily administration which will include interacting years of experience in financial planning doing all the relevant administration and support. You will
will support a small team of Financial Planners with daily administration which will include interacting years of experience in financial planning doing all the relevant administration and support. You will
Reference: PE002449-RW-1 Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous experience providing technical and administrative financial planning support to Ad