Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
Durban is urgently seeking a well versed Personal Assistant to join their team as soon as possible, on a Temporary Sage is ESSENTIAL. Ability to work with Excel documents Requirements: Matric At least 2 years P/A or Secretarial Sage is ESSENTIAL. Ability to work with Excel documents Requirements: Matric At least 2 years P/A or Secretarial
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s)
Perform analysis using financial models/datasets Assist in marking up and preparing various reports and Develop company's financial modelling competencies Assist with business development and general project management
petty cash • Payment review & authorisation • Assisting with budgeting process • Staff supervision and
entrepreneurs to join their dynamic sales force. We will assist you in setting up your financial practice within