and marketing will be advantageous
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management
submission to SARS, including creation of EMP201's, EMP501's and IRP5's/tax directives where required Payroll queries:
submission to SARS, including creation of EMP201's, EMP501's and IRP5's/tax directives where required Payroll queries:
advantageous
expenses
expenses
Remuneration: Commensurate based on qualification(s) and experience. Qualifications: Matric with Maths
experience in a similar role Required Qualification(s) Matric/ Grade 12 is required Computer literate (Microsoft
MS Excel skills is required Required Qualification(s) Matric/ Grade 12 is required Studying towards relevant