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
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 and Data Warehouse Design Familiar with modern Software engineering concepts like DevOps, CI/CD and agile
spreadsheets etc. Pastel Accounting software or similar Accounting software experience Previous experience
including monitoring expenditures, creating financial reports, and making recommendations for cost-saving company policies and procedures, including internet, software and computer systems utilization policies, safety
Matric Interior Design Diploma/Degree Necassary software certifications
Matric Interior Design Diploma/Degree Necassary software certifications
interactions, leads, and opportunities, using CRM software. Prepare regular reports on sales performance Proficiency in Microsoft Office Suite and CRM software. Bachelor's degree in Business Administration
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
CA(SA) Studying towards BCom (Honours) degree in Financial accounting or CTA Salary is market related - 12K