concepts and the ability to translate them into easy-to-understand language.
offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners should have a deep understanding of financial planning and investments. The successful candidate will identifying new business. Provide customized financial planning and investment advice to existing and new clients Fiduciary etc. Qualifications: Bcom degree, Financial Planning, Investments, Wealth Management Minimum requirements:
improve operations. Strategic Planning : Develop and implement strategic plans to improve operational effectiveness strategic planning and organizational abilities. Proven ability to manage budgets and financial plans. Exceptional
communication with clients Develop comprehensive financial plans tailored to individual client Provide advice on on investment strategies, retirement planning, estate planning, and tax optimization Stay informed about place Fit and Proper Minimum 3 Years in Financial Planning Role Excellent command of Microsoft Excel or related
guidance to upper management on future financial plans. The goal is to enable the company's leaders to company's actual performance compared to the business plans. Develop trends and projections for the firm's finances with various other departments, discussing company plans and agreeing on future paths to be taken. Research
Coordinate daily tasks according to priorities and plans, adjusting as necessary due to weather, supply delivery to the crew and contractors. Set up site, read plans and look at all technical requirements Provide for
reports Work in progress production report and planning Monthly outstanding orders report Manage stock Assist with quality checks for materials Production planning Validating accuracy of labour and material allocations
reports
meetings and presentations with prospects Create, plan and deliver presentations on Company products Managing