looking for an exceptional candidate who has experience as a Paraplanner within wealth management, preparing preparing detailed and complex proposals and financial needs analyses for clients. Key Functions of the role: proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
looking for an exceptional candidate who has experience as a Paraplanner within wealth management, preparing preparing detailed and complex proposals and financial needs analyses for clients. Key Functions of the role: proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills,
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills,
Reference: NFR003735-CPi-1 Finance Manager in Healthcare needed ASAP Our client situated in the Southern Suburbs budgeting, forecasting and financial analysis experience. Job Profile: Reporting: prepare annual financial Qualifications & Experience: BCom Accounting and Accounting Honours or equivalent. 3 years' experience in a similar similar role Healthcare/ Hospital industry exposure Experience with payroll services Understanding of accounting interpersonal skills. Experience working on Sage Comfortable travelling for work if needed If you are interested
Reference: NFR003735-CPi-1 Finance Manager in Healthcare needed ASAP Our client situated in the Southern Suburbs budgeting, forecasting and financial analysis experience. Job Profile: Reporting: prepare annual financial Qualifications & Experience: BCom Accounting and Accounting Honours or equivalent. 3 years' experience in a similar similar role Healthcare/ Hospital industry exposure Experience with payroll services Understanding of accounting interpersonal skills. Experience working on Sage Comfortable travelling for work if needed If you are interested
reconciliations and other reconciling tasks as needed
professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners
professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners
will satisfy any specific refrigeration display needs to retailers. All products are backed by international strong personality and supervisory or management experience. This role will be on-site. The ideal candidate candidate will have solid bookkeeping and accounting experience, with a certificate, diploma or degree an advantage Xero, will be a positive, as well as previous experience with inventory management and accounting. First bank recon on Xero, distribution of money when needed. Responsible and ownership of the petty cash box