liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Advice methodology and tool sets only. Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planner on planning tools XPlan the Financial Planner or Business Development Manager can take over the scenario planning function in
liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Advice methodology and tool sets only. Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planner on planning tools XPlan the Financial Planner or Business Development Manager can take over the scenario planning function in
liaising with the regional Business Development Manager when necessary.
The Paraplanner takes responsibility
sets only.
Client data management
Responsible for client data recording
/>Produce clients comprehensive wealth position
Management of joint entities on the Companys internal CRM
competence assessment by Business Development Managers and Financial Planner on planning tools
XPlan
the Financial Planner or Business Development Manager can take over the scenario planning function in
for an accurate, deadline driven accountant to manage a portfolio of small to medium sized clients. You Pastel, Sage One & Xero Preparation of monthly management accounts Payroll administration, including submission
accounting function in the business: • Responsible for Management Accounts • Reconcile accounts payable and receivable
Regional Manager & Branch Manager of the assigned Branch / Branches and the Credit Manager. Responsible Credit Control (Debtors function) · Experience in managing a book value of about R20 mil · Attention to detail
team. The ideal candidate will be responsible for managing supplier accounts, general bookkeeping, and administrative documents current. Key Responsibilities: Creditors Management: Load and update supplier information. Capture and accuracy. Excellent organisational and time management skills. Proficiency in accounting software and
opportunities and develop and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: obtain and manage business opportunities arising within Private and Corporate accounts • Manage and strengthen
Travel Management Company is looking for an Accountant to be based in Cape Town. This is a hybrid role
day fund administration and support to Account Managers.