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 that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
Competence
will be responsible for the full accounting and reporting function, including but not limited to. Daily Weekly and Monthly internal business reporting and controlling. Financial control over inventory and assets
suppliers and subcontractors Conflict management. Financial control. Developing and implementing quality control suppliers and subcontractors. Preparing progress reports and issuing progress schedules to clients Degree
suppliers and subcontractors Conflict management. Financial control. Developing and implementing quality control suppliers and subcontractors. Preparing progress reports and issuing progress schedules to clients Degree
and Director of Commercial Operations. Relevant Financial Degree/Diploma NQF Level 6/7. Min 3 years' working services industry essential. Excellent excel and reporting skills.
for all machinery. Effectively communicate and report to local and EMEA Board as well as forming part Board of Directors. Collaborate directly with the Financial Director locally, in holistically steering the opportunities. Provide regular sales performance reports and forecasts to the Board. Ensure compliance with
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 that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
including monitoring expenditures, creating financial reports, and making recommendations for cost-saving
to Balance sheet Responsible for Audits Financial reporting Bank and Cash: • Capturing of bank statements