Overview:
Minimum
rting on key areas Key Skills and
/>The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their
as with team members in the Region.
The Assistant takes responsibility for overseeing the administrative
administrative processes and controls in Financial Planning (including all transactions, queries, reporting
for Portfolio Managers and CRMs
Assistants align with the PCS CRMs to ensure complete pre-population
integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner
Upload
Sound knowledge and understanding of
a) Accounting (up to trial balance)
b) Statutory returns (PAYE, VAT, Tax and Statistics SA)
c) Preparation & reporting of Management Accounts, Forecasting, Budgets and Audits
d) Risk and Internal Control
e) Accounting
The "Financial Planning Assistant" supports the Financial Planner in providing the required
The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their
with team members in the Region.
The Assistant takes responsibility for overseeing the administrative
for Portfolio Managers and CRMs
Assistants align with the PCS CRMs to ensure complete pre-population
integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner
Upload
RETAIL PLANNING ASSISTANT/EAST LONDON – This position will support the needs of the planning and degree/Diploma advantageous in Retail Planning/Marketing/Merchandising
Valid Driver’s in a Retail environment/replenishment/planning role
Highly proficient trends/sales/stock movement
Assisting with planning processes
Assisting with allocating of stock to to stores
Monitoring workflow and assisting where necessary
Maintain cleanliness of offi
based in Kloof / Gillitts. The "Financial Planning Assistant" supports the Financial Planner in providing The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner Upload
currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career 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 client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
based in Kloof / Gillitts. The "Financial Planning Assistant" supports the Financial Planner in providing The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner Upload