with specific departments to implement the Risk Plan. Build strong relationships with internal and external legislative, governance risk and compliance landscape Understanding of Enterprise Risk Management (ERM)
at the forefront of dissecting macroeconomic landscapes and policy shifts, especially within the local
at the forefront of dissecting macroeconomic landscapes and policy shifts, especially within the local
and the ability to navigate complex regulatory landscapes. Excellent interpersonal skills, a proactive
and the ability to navigate complex regulatory landscapes. Excellent interpersonal skills, a proactive
investment proposals, pitch decks, and business plans to assess alignment with fund investment criteria targets, including market analysis, competitive landscape assessment, financial modelling and risk evaluation
investment proposals, pitch decks, and business plans to assess alignment with fund investment criteria targets, including market analysis, competitive landscape assessment, financial modelling and risk evaluation
reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow flow forecast for review by FP Identify areas for planning Carry out technical calculations Undertake research technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process Implementation coordinate review documentation including; financial planning and portfolio review as per the Annual Review requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages Ability to effectively communicate
reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow flow forecast for review by FP Identify areas for planning Carry out technical calculations Undertake research technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process Implementation coordinate review documentation including; financial planning and portfolio review as per the Annual Review requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages Ability to effectively communicate
overseeing the administration of the financial planning practice, including compliance, revisions, and existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations Oversee Oversee the administration of a financial planning practice, including but not limited to compliance,