environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice and general financial analysis. Experience in working with Elite Wealth's financial planning software summarise and analyse new client information/data. Working with the Financial Planner to develop strategy
environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice and general financial analysis. Experience in working with Elite Wealth's financial planning software summarise and analyse new client information/data. Working with the Financial Planner to develop strategy
and reporting. Advanced Excel skills, ability to work with lookups and pivot tables. SAGE and pastel partner
and reporting. Advanced Excel skills, ability to work with lookups and pivot tables. SAGE and pastel partner
relationships with internal sales and operations. Working Capital Management (Debtors, Creditors, Cash, Inventory)
relationships with internal sales and operations. Working Capital Management (Debtors, Creditors, Cash, Inventory)
meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize
meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize