Minimum Requirements Qualifications
Matric
National Diploma Finance/Certificate in Banking
RE5 Completed within allocated time
BCom Banking, Finance, Commercial (ideal) Experience
3 to 5 years' experience in Forex or similar role
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business
preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records
Paraplanner readiness)
Work closely with Assistants, Product Provider support people, Wealth Account
Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process
Performance Indicators score on NAV
Request assistance and guidance from the Partner Operations Manager
with all regulatory requirements. MUST RESIDE IN KZN OR BE WILLING TO MOVE Key Responsibilities: Client and sell long-term insurance products to clients. Assist clients in completing insurance applications and
Independent brokerage in Kloof seeks an Employee Benefits Administrator who has a recognised tertiary qualifications and 3-5 years experience. The successful will be responsible for a portfolio of risk schemes and retirement funds to administer and therefore needs to be skilled in Risk benefit claim
Job Description:
The candidate will be responsible for the financial management function. The responsibilities include but are not limited to:
Corresponding with clients for missing information Assist with HMRC reporting including VAT and intermediary Diploma/Degree in Accounting Good understanding of basic financial management principles Good understanding
reputation in the marketplace. REQUIREMENTS Matric with basic accounting diploma or similar Computer Literate receipts and ensure closing of jobs completed. Assist with any other ad-hoc requirements in the financial
REQUIREMENTS
Junior Finance Assistant (JB4419) Umhlanga, KwaZulu-Natal Salary: R 20 – 22 000 per month benefits include meticulous and detail-oriented Junior Finance Assistant to join their finance team. The successful candidate fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility: with Kontak Recruitment. The post Junior Finance Assistant (JB4419) appeared first on freerecruit.co.za