ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co.za .
qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding phasing of various investment accounts and help implement any changes required to client accounts, trading
qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding phasing of various investment accounts and help implement any changes required to client accounts, trading
qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding phasing of various investment accounts and help implement any changes required to client accounts, trading
system
basis. •Filing of all documents/invoices -both digital and in hard copy. Qualification: •Bachelor's degree
weaknesses and implement compensating controls – Ensure all controls that are implemented are working properly
environment. Imports and Exports. Develop and implement policies and procedures, Financial management
Responsibilities: Leadership and Strategy: Develop and implement a comprehensive strategic plan to enhance growth budgeting, forecasting, and financial reporting. Implement cost-control measures and identify opportunities
procedures Investigate and report variances and implement controls Bank: daily allocation and monthly reconciliations