new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office responsible for administrative support for the Financial/Investment Advisors within the team, and includes CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective action and advisory record keeping as per applicable financial services legislation, ensuring that all investment diploma; unit trust/ local and offshore Investment/ life assurance/ will be an advantage. •Computer literacy
new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office responsible for administrative support for the Financial/Investment Advisors within the team, and includes CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective action and advisory record keeping as per applicable financial services legislation, ensuring that all investment diploma; unit trust/ local and offshore Investment/ life assurance/ will be an advantage. •Computer literacy
management Requirements: Grade 12 minimum. A Financial Diploma or Degree would be preferential 3-5 years'
Grade 12 with Accounting Desired: Certificate in Financial Accounting Experience: Essential: 3 to 5 years
Management / supervisory experience is a must. Sound financial acumen and understanding of Accounts Payable process
through previous jobs, volunteer work, or everyday life. Quantify your achievements: Use numbers and data
Payments. Min requirements: Grade 12 (must have) A financial diploma or degree would be a great adv. VAT knowledge
debtors onboarding processed to ensure accurate financial record, efficient communication, and a strong
cash-strapped South African consumers achieve financial freedom. We are looking for an energetic and customer
environment Management / supervisory experience Sound financial acumen and understanding of Accounts Payable process