Company Overview Our organization specializes in project management services, including staff augmentation, contract management, claims resolution, and consulting. This role involves maintaining accurate financial records, ensuring compliance, and contributing to the organization's financial health.
Key responsibilities will include ensuring the accuracy, validity and completeness of management and financial accounting, analysis, budgeting, reporting and ensuring that all corporate, accounting, fiscal and regulatory requirements and deadlines are met and all records are maintained. Preparing an
clients portfolios. Ensure that you use the systems available optimally and enhance the usage of the system
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning ad
long term forward looking forecasts using all available information. The candidate will be expected to filed accordingly. Ensure that you use resources available (such us Bloomberg and Inet) to assist your decisions clients portfolios. Ensure that you use the systems available optimally and enhance the usage of the system
This position is within the Retail Division of our client's business. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the cas
Newly qualified Chartered Accountants sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance roles. Strong academic profile and top ratings gained from a Big 4 accounting firm. Keen interest in the investment space required and articles covering Fina
client's risk and compliance team, based at their Cape Town office. This role is responsible for compliance
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
Reports to: Investments Manager Job location: Cape Town Remuneration: market related Qualifications •