compliant manner; conducting a full review taking into account a full needs analysis and any changes in the client understanding and knowledge of Financial Markets, Securities and Financial Instruments being Equities, Fixed and approaches used to meet client's varying financial objectives. 4. Rapid learning ability to understand qualification. A completed Postgraduate Diploma in Financial Planning (PGDFP) would be advantageous. An in-progress net wealth investment advisory and planning, financial planning and estates planning. Valid driver's
compliant manner; conducting a full review taking into account a full needs analysis and any changes in the client understanding and knowledge of Financial Markets, Securities and Financial Instruments being Equities, Fixed and approaches used to meet client's varying financial objectives. 4. Rapid learning ability to understand qualification. A completed Postgraduate Diploma in Financial Planning (PGDFP) would be advantageous. An in-progress net wealth investment advisory and planning, financial planning and estates planning. Valid driver's
performance of Operations Managers within the account to ensure delivery of overall targets and business Collate and present Monthly Business Reviews Financial Management Ensure expenditure is within budget year) of managing and developing budgets and financial forecasts. Market Related
is mandatory. Knowledge and experience on the accounting package MDA is mandatory Accurately raise purchase allocated to the correct supplier and general ledger accounts daily Ensure alignment between invoices and purchase the database Accurately process invoices in the accounts payable and post batches daily Prepare month end creditor account statements against the A/P age analysis Accurately reconcile G/L creditors accounts monthly the accounts are correctly balanced. Experience, Qualifications and Skills Diploma in accounting or finance
installation and commissioning; Accountability for quality, risk management, financial performance, scope management
DBN000240-JC-1 La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison client relations and a good understanding of the financial services industry, this could be an exciting opportunity Maths literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient
DBN000240-JC-1 La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison client relations and a good understanding of the financial services industry, this could be an exciting opportunity Maths literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient
selling techniques, either switches them from other financial institutions or to offer them a new home finance Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix 3. Identify the financial problems / challenges faced by the potential client Networking Relationship building People skills Financial calculations
selling techniques, either switches them from other financial institutions or to offer them a new home finance Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix 3. Identify the financial problems / challenges faced by the potential client Networking Relationship building People skills Financial calculations
for assessment by credit. Matric 1 to 2 years Financial Services / Home Loans Administration experience