in Wendywood, Sandton: Reporting to: CEO and Financial Manager Key responsibility Areas: Accounting operations: daily commission calculations Ensure that all financial transactions are accurately recorded and maintained controls Prepare payments for approval by the Financial Manager and CEO Adherence to all quality standards reconciliations of debit orders Financial reporting: Prepare and submit monthly financial reports timeously Analyse Analyse and interpret financial results Ensure that financial records are accurate and compliant with the
in Wendywood, Sandton: Reporting to: CEO and Financial Manager Key responsibility Areas: Accounting operations: daily commission calculations Ensure that all financial transactions are accurately recorded and maintained controls Prepare payments for approval by the Financial Manager and CEO Adherence to all quality standards reconciliations of debit orders Financial reporting: Prepare and submit monthly financial reports timeously Analyse Analyse and interpret financial results Ensure that financial records are accurate and compliant with the
Reporting to:
CEO and Financial Manager
Key responsibility Areas:
Responsibilities: You will play a vital role in our financial operations, with responsibilities including: Conducting reports to effectively communicate the current financial status. Supervising the recording of entries in documentation records. Providing recommendations for financial actions based on comprehensive analysis of options inquiries. Reconciling financial discrepancies to ensure accuracy. Upholding financial security by enforcing initiating disbursements. Ensuring compliance with financial legal requirements by studying existing and new
processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical operations of the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the behalf of Financial Planning Partners) and internal queries received from the regions i.e. Financial Planning Distribute the total fees / commission in suspense for Financial Planning Partners who have left the company Preparation Directors and Portfolio Managers Engagement with Financial Planning Partners and their Assistants Interaction
processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical operations of the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the behalf of Financial Planning Partners) and internal queries received from the regions i.e. Financial Planning Distribute the total fees / commission in suspense for Financial Planning Partners who have left the company Preparation Directors and Portfolio Managers Engagement with Financial Planning Partners and their Assistants Interaction
This would include performing the complex financial and/or technical and/or marketing due diligence
diligence disciplines (Marketing; Technical and Financial)
• Grounded in all three disciplines
financial statements
• Knowledge of the market environment
/>• Understand and review models of proposed financial structures
• Competent in coaching and
MAIN RESPONSIBILITIES:
Financial /Shareholder Returns
• Evaluate
• Conduct and report on compliance audits at financial Adviser offices Minimum requirements: • Relevant certification • 3 – 5 years compliance experience in the financial services industry • Knowledge of FICA, FAIS and • Relevant experience working with Financial Advisers / Financial Planners • Computer literate in MS
• Conduct and report on compliance audits at financial Adviser offices Minimum requirements: • Relevant certification • 3 – 5 years compliance experience in the financial services industry • Knowledge of FICA, FAIS and • Relevant experience working with Financial Advisers / Financial Planners • Computer literate in MS
and gathering appropriate signatures Updating financial records via accounting software Gathering payroll under the purview of senior management Analyzing financial statements and preparing balance sheets Saipa Proven work experience as a Junior Financial Consultant, Financial Adviser or similar role Sage Pastel