client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that
(advantageous)
Responsibilities:financial performance.
organizational goals by ensuring the effective planning and execution of the Enterprise's Customer Marketing Work with multiple stakeholders for the strategic planning, development and timely execution of integrated strategy, creative assets and design, messaging Run A/B tests on campaigns and landing pages to optimise performance Provide technical guidance when required on how to plan, organize, prioritize and oversee activities to or Email Service Platform. Have knowledge of financial services valuable but not required Have strong
organizational goals by ensuring the effective planning and execution of the Enterprise's Customer Marketing Work with multiple stakeholders for the strategic planning, development and timely execution of integrated strategy, creative assets and design, messaging Run A/B tests on campaigns and landing pages to optimise performance Provide technical guidance when required on how to plan, organize, prioritize and oversee activities to or Email Service Platform. Have knowledge of financial services valuable but not required Have strong
client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that
management. Financial control. Developing and implementing quality control programs Planning and preparing
management. Financial control. Developing and implementing quality control programs Planning and preparing
Sub-Saharan African sales region. Design and implement plans to meet and maintain company sales targets, manage Board of Directors. Collaborate directly with the Financial Director locally, in holistically steering the developing, implementing, and executing strategic plans to achieve all sales targets and to increase profitability
meet performance expectations and achieve goals. Plan, organize, and manage office administrative activities inventory control. Maintain office efficiency by planning and implementing office systems, layouts, and including monitoring expenditures, creating financial reports, and making recommendations for cost-saving
internal business reporting and controlling. Financial control over inventory and assets and monthly