Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
towards BCom (Honours) degree in Financial accounting or CTA Salary is market related - 12K per month
Officer)
Fourways
Salary: R1,7 1,85 million
Requ
operations, controlling costs, and reporting on financial performance.
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 Permanent Position in Fourways, Johannesburg offering a salary of R1.2mil up to R1.4mil per annum negotiable based
Books to Balance sheet Responsible for Audits Financial reporting Bank and Cash: • Capturing of bank statements ad hoc transaction as prescribed by management Salary / Payroll Accounts and Journals: • Processing of
be contactable. Must be able to work weekends. Salary R 10 – 15 K net. Quote reference RCW01 when applying
must be ambitious, self-motivated, and energetic. Salary R 15 – 20 K net. Quote Reference RA20 when applying
must be ambitious, self-motivated, and energetic. Salary R 12 – 15 K net. Quote Reference RA54 when applying
ad hoc transaction as prescribed by management Salary / Payroll Accounts and Journals: Processing of preparation for Direct business Matric Accounting/Financial Management Degree Essentially 1-3 years Accounting