and implement repayment schedules and terms
Assist the company to take legal action against delinquent
Excel summary of the
amounts overdue
Assist Division Head with ad-hoc tasks
REQUIREMENTS:
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
Property Investment Company, is looking for a Financial Assistant to join their team in Cape Town . Should calculations and submissions Assistance with day-to-day administration for finance department Filing/Scanning
Responsibilities:
and top ups from existing clients • Provide a financial roadmap and investment solution • Manage client's with clients • Management and development of an Assistant • Keep abreast of changes by attending training Managing AUM and Net Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or
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
Investment Company, is looking for an Assistant Tax Administrator to join their team in Cape Town . Should supervision Works well under pressure Strong administration skills and good understanding of organizational Representative registration administration Trust Tax Registration administration SARS efiling profile requests tax/Turnover tax Employee registration Complete tax administration function