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 that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
internal business reporting and controlling. Financial control over inventory and assets and monthly problems / logical reasoning Structuring complex information in terms of their relevance and make a conclusion
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 that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
coordinating all construction related activities and information to ensure project completion within budget and suppliers and subcontractors Conflict management. Financial control. Developing and implementing quality control
coordinating all construction related activities and information to ensure project completion within budget and suppliers and subcontractors Conflict management. Financial control. Developing and implementing quality control
efficiency by planning and implementing office systems, layouts, and equipment procurement. Develop and including monitoring expenditures, creating financial reports, and making recommendations for cost-saving procedures, including internet, software and computer systems utilization policies, safety, and security protocols
and performance • Analyse business processes and system requirements • Document detailed business requirement requirement specifications • Understand existing systems and all interdependencies (AS-IS analysis) • Works specifications • Understanding functional and technical system specifications in order to be able to identify business solutions, opportunities and system limitations • System testing & implementation • Helps users as well as external Vendors • Identifying system, process and business problems and inconsistencies
autonomous Namibian bank, providing superior financial services to individual and corporate clients as international banking services by liaising directly with financial centres and institutions worldwide is looking ensure that data is shared in line with the information classification requirements on a need-to-know
Board of Directors. Collaborate directly with the Financial Director locally, in holistically steering the supply, and demand costs. Analyse sales data to inform strategic decisions and identify growth opportunities
Keeping client information current Opening and loading contracts Ensure client information is current Create preparation for Direct business Matric Accounting/Financial Management Degree Essentially 1-3 years Accounting