invoices and job costs on a daily basis. • Analysing planned jobs and actual jobs, to identify and improve variances weekly planning reports and detailed month-end planning reports. • Analysing weekly planning reports financial performance on operations: • Ensuring planning figures match figures finance has on record. •
portfolios, retirement planning, insurance, education planning, and estate planning. Provide detailed recommendations requirements. Develop and execute a continuous service plan to ensure client portfolios are consistently reviewed
portfolios, retirement planning, insurance, education planning, and estate planning. Provide detailed recommendations requirements. Develop and execute a continuous service plan to ensure client portfolios are consistently reviewed
skilled communicator with a background in financial planning and business development. If you are analytical insurance plans, investments) • Develop sound plans and budgets for clients • Customize financial plans according clients' changing needs • Help clients implement their plans and carry out transactions • Present and sell suitable Vehicle. 2. Matric. 3. Experience with Financial Planning will be beneficial. 4. Ambition and Strong Work
skilled communicator with a background in financial planning and business development. If you are analytical insurance plans, investments) • Develop sound plans and budgets for clients • Customize financial plans according clients' changing needs • Help clients implement their plans and carry out transactions • Present and sell suitable Vehicle. 2. Matric. 3. Experience with Financial Planning will be beneficial. 4. Ambition and Strong Work
report to the Group CFO and will be responsible for planning, developing and executing the companys financial strategy. Assisting and advising to develop financial plans and provide financial direction. Responsible for Reviewing quarterly and annual financial reports. Planning, implementing and managing the companys annual
Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory recommendations and action steps into a financial plan Source quotations for product related recommendations Client Advice Record Bachelor's Degree in Financial Planning or similar 5-10 years in financial advisory role
optimisations, financial oversight, strategic planning, team leadership, and performance monitoring. Strategic Planning: Collaborate with executive leadership to develop and implement strategic plans that align and financial forecasting to support long-term planning. Team Leadership: Lead and mentor a team of professionals stakeholders at all levels. Experience in strategic planning, budgeting, and financial forecasting.
Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate secure financial planning meetings with prospects/clients Deliver quality financial planning and advisory recommendations and action steps into a financial plan Source quotations for product related recommendations Client Advice Record Bachelor's Degree in Financial Planning or similar 5-10 years in financial advisory role
Responsibilities: