to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs, providing expert advice, and finding the best insuran
new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office for administrative support for the Financial/Investment Advisors within the team, and includes handling • Review debit balances and assist financial/Investment Advisors to take corrective action • Preparation and advisory record keeping as per applicable financial services legislation, ensuring that all investment
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs, providing expert advice, and finding the best insuran
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused grow their portfolio of clients while providing financial planning advice. To generate leads, set up appointments or a related field 2 years experience in the financial services industry Have an understanding of Collective knowledge of financial planning principles and investment strategies CFP or diploma in Financial Planning with clients Passionate about providing the best financial services and advice to clients Effective problem-solving
Seeking a candidate to play a leading role in the financial consulting and advisory team which is responsible execution and financial close. You will be supported by the internal team and appointed advisors on the projects Honours in Business Science or Commerce degree in financial mathematics, accounting or statistics with a desire finance or BEng (Engineering) that is financially inclined. Financial acumen – the capacity to demonstrate demonstrate knowledge of and insight into financial principles and processes and identify inconsistencies in data
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused grow their portfolio of clients while providing financial planning advice. To generate leads, set up appointments or a related field 2 years experience in the financial services industry Have an understanding of Collective knowledge of financial planning principles and investment strategies CFP or diploma in Financial Planning with clients Passionate about providing the best financial services and advice to clients Effective problem-solving
Financial Business Support : Manage accounting functions including maintenance of general ledger, accounts timeous accounting. Manage monthly closing of financial records. Preparation and review of monthly management directors. Preparation and review of quarterly financial forecasts and annual budgets. Preparation & review of Annual and Interim Financial Reporting as well as the Annual Financial Statements in accordance accordance ith International Financial Reporting Standards. Manage procurement policy compliance and the entire
Custodian for group accounting policy Annual financial statements Risk management and internal controls