Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
management, and ensuring the company's financial health. The Group CFO is a key member of the executive environment within the finance department and across other departments. 2.7 Stakeholder Engagement Act Strategic planning and financial reporting Finance Department – Guidance and Leadership, Performance monitoring the department. Department heads – Budget Management, Financial training by ensuring department heads Analysis and Reporting : Interpreting financial data, creating accurate reports, and deriving actionable
management, and ensuring the company's financial health. The position has 4 direct reports at Senior Management environment within the finance department and across other departments. Supervisor involvement to include: Strategic planning and financial reporting Finance Department: Guidance and Leadership, Performance monitoring within the department Department heads: Budget Management, Financial training by ensuring department heads
communication skills Duties:- Data exporting, collating and updating Data analysis Reporting on key areas
communication skills Duties:- Data exporting, collating and updating Data analysis Reporting on key areas
expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas
expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas
Financial Manager with various tasks in the Financial Department. Required Qualifications BCom Accounting Degree
Accounting Principles Computer literate with exceptional data entry skills Spreadsheet experience (good knowledge