available for a Senior Finance Manager: Financial Planning and analysis with exposure to strong leadership Financial Planning and Analysis and will be responsible for overseeing financial planning, budgeting
providing technical and administrative financial planning support to Advisers and senior management at established experience within a Financial Planning practice. Knowledge of Financial Planning principles including Estate Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products and services offered the Financial Planning Industry, financial and insurance products, and financial planning concepts, as Experience in working with Elite Wealth's financial planning software would be an advantage, as well as NinetyOne
providing technical and administrative financial planning support to Advisers and senior management at established experience within a Financial Planning practice. Knowledge of Financial Planning principles including Estate Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products and services offered the Financial Planning Industry, financial and insurance products, and financial planning concepts, as Experience in working with Elite Wealth's financial planning software would be an advantage, as well as NinetyOne
experience within a Financial Planning practice.
Sales Plan/ Strategy
develop tactical strategy and associated delivery plans related to all functions within a dealership Through objectives and budgets. Implement and manage workforce planning, recruitment, learning and development, performance optimal working environment. Manage workforce planning aligned with talent management strategies, including Develop and ensure the execution of marketing plans and initiatives, supporting the marketing strategy business plans, ensuring the effective translation of organizational plans into functional plans and best
financial planning and advisory services. Responsibilities : Provide comprehensive financial planning and investment industry regulations. Prepare detailed financial plans, reports, and presentations for clients. Collaborate client relationships. Proficient in financial planning software and tools. Excellent analytical and problem-solving
operational plan (linked to Financial Operational Plan)
ownership of financial & investment planning Oversee financial planning and budgeting Report and present
responsibility for planning, implementing and managing all finance activities, including business planning, budgeting enhancements Assist with strategic analysis and planning Establish finance and operational strategies Review