About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic an
dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage
timeous payments BEE compliance reporting Oversee functions of Accountants and all other areas of the Accounts Understanding of CGIC Oversee full Credit Management function Manage the Debtors Age Analysis Manage credit
solutions and strategies to streamline cross-functional processes and integrate new technologies for Communication: Collaborate closely with cross-functional teams, including warehouse operations, logistics ability to collaborate effectively with cross-functional teams and senior stakeholders. Adaptability:
and tax function of client portfolio. Produce monthly management reports. Full accounting function to trial
relationships with key chain / retail group staff (planners, buyers, etc.) Regular meetings and feedback to/from
relationships with key chain / retail group staff (planners, buyers, etc.) Regular meetings and feedback to/from
company budgets Managing the sales and marketing function of the branch Developing new business Achieve
company budgets Managing the sales and marketing function of the branch Developing new business Achieve
organization. You will collaborate with cross-functional teams, stakeholders, and management to gather business process flows, use cases, user stories, and functional specifications. 9. Conduct user acceptance testing