Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and chance to focus on just that without the client consultation side of things so no need for you to find clients prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and chance to focus on just that without the client consultation side of things so no need for you to find clients prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining
Duties: To manage all financial activities including the management of accounts payable, accounts receivable receivable and financial reporting of Group Companies To manage and mitigate financial risks and oversee oversee financial and regulatory compliance. To provide support to the Finance Key Stakeholders of the Group Reporting and Information Management Manage Financial Reporting Financial Compliance Continuous Improvement and experience will be advantageous. The post Financial Services Manager – 9435 appeared first on freerecruit
both wealth and insure) and Support (management services functions like technology, human resources, etc and manage risk analysis and assessments, both financial and operational, against set parameters. Organise respective management teams. Minimum requirements: Financial service experience Stakeholder management experience high quality energetic CA, actuary or similar) Financial planning experience Risk management qualification
role encompasses amongst other taking Citadel's service and product offering to market and engaging with and top ups from existing clients • Provide a financial roadmap and investment solution • Manage client's Managing AUM and Net Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or
division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a division to providing the best service to those in need with our taylor-made financial solutions. The work we reach. As an award-winning industry leader in financial advice and solutions, IDM is positioned to operate dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous
division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a division to providing the best service to those in need with our taylor-made financial solutions. The work we reach. As an award-winning industry leader in financial advice and solutions, IDM is positioned to operate dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous
both wealth and insure) and Support (management services functions like technology, human resources, etc and manage risk analysis and assessments, both financial and operational, against set parameters. Organise respective management teams. Minimum requirements: Financial service experience Stakeholder management experience high quality energetic CA, actuary or similar) Financial planning experience Risk management qualification
assets under administration is seeking a Senior Associate to join their team in Cape Town. As a company level of service to their clients. They have a focus on providing full fund administration services and tailored capital/private equity industry. As a Senior Associate, you will have the opportunity to contribute to reconcile wires. Book GL entries and prepare financial statements. Calculate fund performance metrics