Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering candidate will be to manage and grow their portfolio of clients while providing financial planning advice group's compliance and regulatory requirements. To assist with ad hoc marketing drives in your region. To or a related field 2 years experience in the financial services industry Have an understanding of Collective Wealth Management. History of building strong relationships. Excellent knowledge of financial planning
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering candidate will be to manage and grow their portfolio of clients while providing financial planning advice group's compliance and regulatory requirements. To assist with ad hoc marketing drives in your region. To or a related field 2 years experience in the financial services industry Have an understanding of Collective Wealth Management. History of building strong relationships. Excellent knowledge of financial planning
accuracy, validity and completeness of management and financial accounting, analysis, budgeting, reporting records are maintained. Preparing and maintaining financial and regulatory reports for allocated companies throughout the company. Accounting: Ensure that all financial reports including but not limited to the monthly prepare and analyse financial information, prepare financial reports including financial statements, strategic strategic plans, budgets and financial forecasts, and variances from forecasts and the interpretations thereof;
opportunities that will protect and grow the portfolios managed by Oasis. The candidate must conduct detailed due Interact with Senior Business Leaders and Company Management in conjunction with the Senior Equity Analyst valuation and ratio analysis using stochastic and financial modelling. Research and analyze companies and Term history. Detailed financial analysis of financial performance and financial position of the company prepared and confident to handle interactions with Management at the highest level. Quantify risks relative
opportunities that will protect and grow the portfolios managed by Oasis. The candidate must conduct detailed due Interact with Senior Business Leaders and Company Management in conjunction with the Senior Equity Analyst valuation and ratio analysis using stochastic and financial modelling. Research and analyze companies and Term history. Detailed financial analysis of financial performance and financial position of the company prepared and confident to handle interactions with Management at the highest level. Quantify risks relative
responsibilities will include record keeping, management and financial accounting, analysis, budgeting, reporting reporting and consolidating of businesses and financial reporting from the their respective accounting standards and controls throughout the company. 1. Financial Reporting Submitting accurate and complete budgets compilation of the financial statements are completed on time; Ensuring that financial information received CEO; Ensuring that the preparation of monthly management accounts with detailed analysis is completed
long term career at Oasis, a diversified wealth management company focused on delivering real value to its investors over the long term. Financial Reporting: Ensure that all financial reports including but not limited prepare and analyse financial information, prepare financial reports including financial statements, strategic strategic plans, budgets and financial forecasts, and variances from forecasts and the interpretations thereof mapping; Generation of appropriate and accurate management reports Matric / Grade 12 Must have obtained
reliable, value added and independent assurance to Management and other stakeholders (typically auditors and Control Act. Financial Advisory and Intermediary Services Act. Companies Act Financial Intelligence Centre Act Pension Funds Act Long Term Insurance Act Financial Markets Act Protection of Personal Information Review the control procedures over reporting of financial information to stock exchanges in a manner compliant regulations. Review the strategic plans, budgets and financial forecasts, and variances from forecasts. Review
rules. Management of broker and service provider relationships including maintaining and management of the budget Prepare, maintain and present: Daily cash management across all portfolios including all investment all exceptions noted by the system daily. Daily financial market report Communicate effectively with the report back on any events from the previous day (Management Meetings, Results Presentations, Information the legislation and regulations governing the Financial Services Industry, and its application within
rules. Management of broker and service provider relationships including maintaining and management of the budget Prepare, maintain and present: Daily cash management across all portfolios including all investment all exceptions noted by the system daily. Daily financial market report Communicate effectively with the report back on any events from the previous day (Management Meetings, Results Presentations, Information the legislation and regulations governing the Financial Services Industry, and its application within