their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" regulations (FAIS). Provide holistic financial advice utilizing the 6-step financial planning process product recommendations. Provides professional advice in the best interest of the customer. Maintains developing professional competency and obtaining certification with recognized professional bodies ie.FPI (FSA submitting quality business. A Grade 12 (Matric) certificate 2 to 3 Years prior work experience Access to
their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" regulations (FAIS). Provide holistic financial advice utilizing the 6-step financial planning process product recommendations. Provides professional advice in the best interest of the customer. Maintains developing professional competency and obtaining certification with recognized professional bodies ie.FPI (FSA submitting quality business. A Grade 12 (Matric) certificate 2 to 3 Years prior work experience Access to
registrations 3 years working experience in investment advice and risk cover for individuals, trusts and companies transport Proof of FSCA Representative registration certificate required Duties and Responsibilities: Maintaining financial information Provide on demand financial advice to customers Correspond and liaise with clients
Act and SARS requirements Provide management with advice on the financial implications of business activities cash flow management. Daily, weekly and monthly bank reconciliations Prepare monthly forecasting and
payments to invoices)
Manager Requirements Include: Matric / National Senior Certificate Proficiency in Microsoft Office Suite Strong analytical and organizational skills Certification in Procurement and Supply or post matric studies
Manager Requirements Include: Matric / National Senior Certificate Proficiency in Microsoft Office Suite Strong analytical and organizational skills Certification in Procurement and Supply or post matric studies
accounting and processing up to trail balance. Monthly bank reconciliations. Monthly journal entries. VAT reconciliations filing of financial records. Degree/Diploma/Certificate in Accounting will be an advantage. Qualified
management accounting and costing experience, with a certificate, diploma or degree in finance an advantage, as to trial balance. Capturing of bank statements on Xero. Reconciling bank statements. Prepare customer invoices
developments and quality standards Requirements include: National Diploma in a related field (e.g., engineering of quality control principles and standards Certification in quality control (e.g., CQE, Six Sigma) (Not