Requirements:
Minimum Requirements:
lop and Improve Financial Planning: Continually refine budgeting, financial projections, and forecasts to provide accurate insights into future financial performance.
(Fast Moving Consumer Goods) company as a Financial Planning Analyst and unleash your potential in a dynamic />
The "Financial Planning Assistant" supports the Financial Planner in providing the required
operations and client services support to the Financial Planner and is the liaison person between the
administrative processes and controls in the Financial Planners practice(s) (including all transactions
queries, reporting etc.)
Liaison between Financial Planner and product providers (PPs)
Equipped
delivery of client requirements on behalf of the Financial Planner
Adhere to the culture and principles
Qualification and Experience:
Requirements:
client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant in the financial services industry required. Relevant tertiary education or courses. Financial Services detail. Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped
packs to executive management
(Fast Moving Consumer Goods) company as a Financial Planning Analyst and unleash your potential in a dynamic />