Our 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 them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In
Knowledge an Advantage. Experience in dealing with Credits The successful incumbent will be required/ be responsible handled & transported correctly) Monitor stock control, order & general supply needs of the client Knowledge an Advantage Experience in dealing with Credits Good Communication Skills Friendly, Upbeat, Polite
Knowledge an Advantage. Experience in dealing with Credits The successful incumbent will be required/ be responsible handled & transported correctly) Monitor stock control, order & general supply needs of the client Knowledge an Advantage Experience in dealing with Credits Good Communication Skills Friendly, Upbeat, Polite
Monthly internal business reporting and controlling. Financial control over inventory and assets and monthly
Reconciliation and clearing of deposit control / receipting control accounts (together with debtor's administrators) errors Supplying all relevant documentation for credit note authorisation Correctly loading contracts deadline Preparation of a full VAT reconciliation: Control Account Reconciliation VAT IT14SD reconciliations preparation for Direct business Matric Accounting/Financial Management Degree Essentially 1-3 years Accounting
Conflict management. Financial control. Developing and implementing quality control programs Planning and
Conflict management. Financial control. Developing and implementing quality control programs Planning and
Reconciliation and clearing of deposit control / receipting control accounts (together with debtor's administrators) errors Supplying all relevant documentation for credit note authorisation Correctly loading contracts deadline Preparation of a full VAT reconciliation: Control Account Reconciliation VAT IT14SD reconciliations and good analytical skills Matric Accounting/Financial Management Degree Essentially 2 - 4 years Accounting
Books to Balance sheet Responsible for Audits Financial reporting Bank and Cash: • Capturing of bank statements Reconciliation and clearing of deposit control / receipting control accounts (together with debtor's administrators) • Preparation of a full VAT reconciliation: • Control Account Reconciliation • VAT IT14SD reconciliations
and quantity variances on invoices and requesting credit notes from suppliers where required Completing schedules for creditor payments Managing and controlling new supplier applications Accurately preparing