Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's written) Duties are, but not limited to: Risk Management / Compliance as Administrator: In all duties and deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system
Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's written) Duties are, but not limited to: Risk Management / Compliance as Administrator: In all duties and deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system
and law officials. Ultimately, you should develop risk reduction and fraud prevention procedures to ensure breaches Investigate complex business cases to minimize risk Provide litigation support and present findings Perform regular financial record audits to ensure compliance with the law Ensure all accounting procedures follow legislation Keep organized files of all legal cases Attend court, when needed Requirements Proven
and law officials. Ultimately, you should develop risk reduction and fraud prevention procedures to ensure breaches Investigate complex business cases to minimize risk Provide litigation support and present findings Perform regular financial record audits to ensure compliance with the law Ensure all accounting procedures follow legislation Keep organized files of all legal cases Attend court, when needed Requirements Proven
personalized financial plans based on clients' goals, risk tolerance, and timelines. Provide expert advice principles, investment options, and the potential risks involved. Identify areas where clients can improve tax laws, and investment products to ensure compliance and provide accurate advice. Maintain client Accounting/ Marketing/ Business Management/ Finance/ Risk Management. Post Graduate Diploma in Financial Planning
analysis and identify aread for cost reduction Assist in budgeting and forecasting processes Collaborate efficiencty Conduct regular audits to ensure compliance with regulations Provide detailed cost analysis of all finacial transactions related to costing Assist in the preparation of financial statements and
complies with VKB's Risk Management policies and procedures Continuous compliance to all relevant legislation
complies with VKB's Risk Management policies and procedures Continuous compliance to all relevant legislation
statutory audits. Developing, improving and ensuring compliance with business processes to support a healthy
Line management of Bookkeepers & financial assistants. Delegate selected financial & administration