client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant in the financial services industry required. Relevant tertiary education or courses. Financial Services detail. Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped
Requirements:
Requirements:
Minimum Requirements:
Reference: NFE007278-TIA-1 Are you a Financial Planning and Analysis wizard looking to excel in your Description (Responsibilities): Month end reporting Financial planning Cost analysis VAT and Tax knowledge Consolidations
Reference: NFE007278-TIA-1 Are you a Financial Planning and Analysis wizard looking to excel in your Description (Responsibilities): Month end reporting Financial planning Cost analysis VAT and Tax knowledge Consolidations
Group Financial Manager is required for large corporate and facilities company based in Kempton Park Park. Financial Manager or CA(SA) candidates with strong management and leadership skills and can operate Required Qualifications and Experience: 5 years financial management experience. Minimum Education: BCom beneficial Team leader Staff Management Strong planning and administration skills Work unsupervised, self-starter to detail is a must Sound understanding of a financial control environment and the management thereof
The main purpose of the job is to maintain and grow the Rectron client base through promoting and selling the full Rectron product range. Work with allocated dealer base that is assigned. • Grow this database on a monthly basis in line with target given. • Achieve GP target on set Database • A
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE - CAPE TOWN
Job summary
One of our
position of Financial Planning Associate. The main objective of this role is to prepare financial proposals
assist members with general enquiries where the financial advisors involvement is not required. You must
retirement, as well as tax in the context of financial planning.
Key areas of responsibility:
relationships with colleagues and clients throughout the financial services environment, both within and outside
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining innovative firm that provides customised financial planning and investment services to retirement funds