interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
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 adjustment journals, to be approved by Group Financial Manager & Director Reconciling balance sheet asset verification Annual audit (As part of the financial team) Preparation of audit file Liaising with
Managing team of 10 plus people Purpose of role Financial Management and reporting, Budgets and weekly forecasts
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
and submit daily, weekly and monthly production statistics to the supervisor.
Check and update Benefits or Medical Aid environments or similar financial institutions.
OR
A Grade 12 Certificate/Senior Benefits or Medical Aid environments or similar financial institutions.
Knowledge of GEPF products
Create spreadsheets and presentations. Provide statistical and budget reports. Greet and provide general
actionable data to internal support groups Analyze statistics to determine customer service levels Use quality
PowerPoint skills Able to analyse data and sales statistics & translate results into better solutions
PowerPoint skills Able to analyse data and sales statistics & translate results into better solutions