experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic opportunity for success!
As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new it's already extensive book
Provide financial products and services in a professional manner communication with clients
Develop comprehensive financial plans tailored to individual client
Provide
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new to add to it's already extensive book Provide financial products and services in a professional manner communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new to add to it's already extensive book Provide financial products and services in a professional manner communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
TOP EXECUTIVE POSITION RETAIL GROUP FINANCIAL ACCOUNTANT (FMCG) BEDFORDVIEW, JOHANNESBURG, GAUTENG PROVINCE responsibility of the financial accounting function. Reporting directly to the Group Financial Manager as well well as to the Group Financial Director Key Performance Areas and Responsibilities: - Accounting Responsible journals, to be approved by Group Financial Manager & Director Reconciling balance sheet account asset verification Annual audit (As part of the financial team) Preparation of audit file Liaising with
Maintain online CRM report to Sales & Operations Director Maintain sales professional standards at all times
Maintain online CRM report to Sales & Operations Director Maintain sales professional standards at all times
clients and book appointments with doctors for the financial advisor's visit. Source leads from the different with the financial advisors and their teams. Book appointments in accordance with the financial advisor's as Wealth portfolio's, short term insurance, Financial, and other areas of our business.
clients and book appointments with doctors for the financial advisor's visit. Source leads from the different with the financial advisors and their teams. Book appointments in accordance with the financial advisor's as Wealth portfolio's, short term insurance, Financial, and other areas of our business.
ensure a coordinated and comprehensive approach to financial auditing. Fraud Detection: Actively participating operational costs to enable efficient utilisation of financial resources. Ensure effective management of operational operational costs to enable efficient utilisation of financial resources. Continuous Improvement and Professional practices, and new regulatory pronouncements. Financial Management - Manage expenditure in line with business objectives and priorities, and within approved financial parameters. Ensure effective management of operational
the office. Monitor costs and expenses. Basic financials. Liaise with clients. Staff management. Desired