in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
opportunities within the client bases of their panel of financial planning partners practice.
FINANCIAL ADMINISTRATOR
Head Office in Cape Town - Northern
12
Responsibilities:
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy enjoy harnessing your administrative acumen to extend your consistent support, then you are what we are will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing
urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities include assessing clients' financial situations, developing personalized financial plans, and providing recommendations other financial products. You will also monitor clients' portfolios, provide ongoing financial analysis clients achieve financial success. Requirements: Minimum 10 years experience as financial advisor CFP English
Job Description:
The successful candidate will be responsible, but not limited to, the following:
Cashbook
Debtors and creditors to trial balance
Accounts Payable
VAT Reconciliations
Processing invoices
Managing supplier age analysis
Company Description: Are you an accomplished financial professional with a passion for the hospitality industry? My client is now seeking a dynamic Assistant Financial Controller to lead their finance team in Manage financial planning, budgeting, and forecasting processes. Monitor and analyse financial performance payroll. Prepare monthly, quarterly, and annual financial statements. Implement and maintain robust internal
Description:
Are you an accomplished financial professional with a passion for the hospitality
client is now seeking a dynamic Assistant Financial Controller to lead their finance
/>Duties: