detailed financial needs analysis and provide professional advice Create and protect the financial security security and wealth of others Assist clients in achieving their financial goals and maintain and grow client
detailed financial needs analysis and provide professional advice Create and protect the financial security security and wealth of others Assist clients in achieving their financial goals and maintain and grow client
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial Years experience in the financial planning industry, Proficiency in financial planning software and analysis
Consider a career as an EQ-FIN Wealth Solutions Specialist At EQ-FIN ( an affiliate of Liberty Group) quality, and securing wealth by connecting people with life solutions for financial freedom. We want to an accredited Wealth Solutions Specialist you will provide pro-active, on demand financial service and assisting them to structure their wealth and ensure a secure financial future for them and their families professional advice that delivers financial solutions in line with the client's financial goals, the client value
Consider a career as an EQ-FIN Wealth Solutions Specialist At EQ-FIN ( an affiliate of Liberty Group) quality, and securing wealth by connecting people with life solutions for financial freedom. We want to an accredited Wealth Solutions Specialist you will provide pro-active, on demand financial service and assisting them to structure their wealth and ensure a secure financial future for them and their families professional advice that delivers financial solutions in line with the client's financial goals, the client value
appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years direct experience a private wealth manager. Strong and fundamental understanding and knowledge of Financial Markets, Securities Securities and Financial Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments FSCA tertiary qualification, completed PGD in Financial Planning and RE 5 as well as licensed for Category
Financial Accountant A progressive financial services company is looking for a Financial Accountant to respond to financial inquiries by collecting analyzing summarizing and interpreting the financial data. Job years’ post articles experience ● Insurance or Financial Services background would be beneficial Duties Responsibilities ● Compile tax filing requirements ● Provide financial advice by studying operational issues ● Provide Update job knowledge by keeping current with financial regulations and accepted practices ● Responsible
We are looking for an accomplished Financial Director to work closely with the Managing Director, the Executive team, businesses within the Group and the Financial Services division. This role focuses on leading; providing strategic direction and guiding all financial functions of the group. Requirements: ● CA (SA) Planning, organising and control of the company’s financial strategy & policies, implementing accounting maintaining internal controls and accounting systems ● Financial reforms & innovative funding mechanisms ●
Key deliverables:
Recording and capturing of transactions from bank statements into the accounting system
Cashbook processing, management and reconciliations
Processing of creditors invoices and month end reconciliations
Posting month end management ac
and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis analysis. Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle