with clients to determine their financial goals, needs, and risk tolerance. • Provide strategic advice financial needs and offer suitable products. • Sell products that align with clients' needs and financial
Wheeling, solar, PPAs and load curtailment is an extra bonus. Apply Online Frogg Recruitment We offer Medical
Wheeling, solar, PPAs and load curtailment is an extra bonus. Apply Online Frogg Recruitment We offer Medical
with clients to determine their financial goals, needs, and risk tolerance. • Provide strategic advice financial needs and offer suitable products. • Sell products that align with clients' needs and financial
recommendations. Compile a financial needs analysis and retirement needs analysis based on Wealth Manager PowerPoint, Outlook, Sharepoint), XPlan (advantageous) We need someone who is hardworking, deadline dirven, can
recommendations. Compile a financial needs analysis and retirement needs analysis based on Wealth Manager PowerPoint, Outlook, Sharepoint), XPlan (advantageous) We need someone who is hardworking, deadline dirven, can
eye for detail and accuracy Ability to anticipate needs and solve problems proactively Efficient time management attitude with a willingness to assist team members as needed
meetings regarding financial performance and reporting needs. Conduct variance reporting, trend analysis, reviews Develop reports to swiftly meet operational reporting needs, adapting to changes in the dynamic business environment
meetings regarding financial performance and reporting needs. Conduct variance reporting, trend analysis, reviews Develop reports to swiftly meet operational reporting needs, adapting to changes in the dynamic business environment
Supervisor, Bookkeeper or Accountant. The person needs to be able to handle the full debtors and creditors management. It should be noted that individuals may need to expand their roles / scope to cover the workload