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 Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In
Monthly internal business reporting and controlling. Financial control over inventory and assets and monthly
Conflict management. Financial control. Developing and implementing quality control programs Planning and
Conflict management. Financial control. Developing and implementing quality control programs Planning and
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 Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In
Books to Balance sheet Responsible for Audits Financial reporting Bank and Cash: • Capturing of bank statements Reconciliation and clearing of deposit control / receipting control accounts (together with debtor's administrators) • Preparation of a full VAT reconciliation: • Control Account Reconciliation • VAT IT14SD reconciliations
budget for mining operations, controlling costs, and reporting on financial performance.
Reconciliation and clearing of deposit control / receipting control accounts (together with debtor's administrators) deadline Preparation of a full VAT reconciliation: Control Account Reconciliation VAT IT14SD reconciliations preparation for Direct business Matric Accounting/Financial Management Degree Essentially 1-3 years Accounting
appointments, filing, recordkeeping, and inventory control. Maintain office efficiency by planning and implementing including monitoring expenditures, creating financial reports, and making recommendations for cost-saving
Main duties will also include quality control, stock control, general administration, opening and closing