Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales million Scan client base and target market for financial planning opportunities Generate leads by identifying interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and agreements with new/existing clients Conduct financial needs analysis for clients using business's FNA Consolidate recommendations and action steps into a financial plan Source quotations for product related recommendations
client based in DBN.
Min 7 years import experience (sea & air), as well as customs knowledge
ARE: A seasoned professional with 5 years of experience in retail, import, or wholesale merchandising relevant regulations and company policies. DESIRED EXPERIENCE & QUALIFICATION: Matric qualification is five years of experience in a similar role within a fast-paced environment. Experience in homeware and Basic salary commensurate with qualification and experience. Pension fund after 4-month probation period
Financial Accountant A progressive financial services company is looking for a Financial Accountant to respond to financial inquiries by collecting analyzing summarizing and interpreting the financial data. Job Job Experience & Skills Required: ● Completed relevant BCom Accounting/Finance degree ● SAIPA Articles Microsoft Excel ● 2 years’ post articles experience ● Insurance or Financial Services background would be beneficial Responsibilities ● Compile tax filing requirements ● Provide financial advice by studying operational issues ● Provide
We are looking for an accomplished Financial Director to work closely with the Managing Director, the Executive team, businesses within the Group and the Financial Services division. This role focuses on leading; providing strategic direction and guiding all financial functions of the group. Requirements: ● CA (SA) (SA) ● 10 Years relevant management experience ● A dynamic person with strong leadership abilities, good Planning, organising and control of the company’s financial strategy & policies, implementing accounting
Experience and Skills Required:
Minimum 3 years work experience (articles preferable)
preferable)
Experience in processing of the journals, cashbook, performing bank reconciliations
and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle Education: Tertiary qualification is desirable. Experience: At least three years in a sales environment
processes, ensuring compliance and accuracy.
Job Purpose:
Temporary Financial Accountant responsibilities include budgeting
articles experience
i>Preparation of monthly financial packs, including statement of financial position, statement of income reporting
Qualifications & Experience