Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
communicate with clients, write effectively, and manage & resolve customer queries.
Self-starter
Self-starter personality and would be able to manage themselves
Be able to correspond with clients and
closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service provision Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier written) Duties are, but not limited to: Risk Management / Compliance as Administrator: In all duties Reception: Effective and efficient reception duties Manage and prioritize incoming and outgoing clients, guests messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use
etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
Reporting into the Financial Manager and ultimately the Group Financial Manager, you will be required to internal financial statements and monthly management accounts • Management and meeting of various deadlines •
ethic. Purpose of this role: Financial Manager Asset Management manages the finance team and oversees the governance, financial analysis, risk management, budgeting, cashflow management, shareholder and lender funding and reporting. Manage the project companies' overall accounting to produce management accounts, financial administration, investor reporting and fund management. Review and manage compliance with the minimum ratios required Quarterly Board report co-ordination and presentation Management of Quarterly operational reports Funder, shareholder
exclusively. If you have experience as a Financial Manager, please share your profile. We generally have a required: Minimum 3 years' experience as a Financial Manager (Non-negotiable) Finance degree (Non-negotiable) Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies. If you have
well-established manufacturers is on the lookout for a Management Accountant to help them drive financial success both financial control and ERP systems to align management information to world class standards Ensure business expense variances for company management Engage with manufacturing managers to develop sound costing models WIP and finished goods Engage with servicing managers to develop all cost inclusive models to determine
Reference: PTA022964-CN-1 Financial Manager needed in the manufacturing industry based in Sandton Salary: requirements: 6-10 Years experience as a Financial Manager SAICA articles completed Must worked on SAGE X3
Reference: NFP014308-SDW-1 Are you a Financial Manager looking for an exciting opportunity to advance and forecasting Analysis Governance Preparing management Accounts Preparing Annual financial statements