Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
finance team members as needed. Petty cash Recon. Financial processing Process month end journals, reconciliations achieve goals, targets and deadlines Ensure that financial system is setup and maintained to ensure that captured In depth understanding of the finance and financial control systems In depth understanding of creditors of populating, maintaining and reporting from financial management systems In depth understanding of fixed systems relating to the successful management of a financial system Auditing Assist in preparing and supplying
plans and reviews of monthly overruns. Weekly financial performance review (KPI). Recovery of non-DC related Max sessions. Weekly and monthly KPI's. Monthly financials. Debtor age analysis. Creditors trail balance plans and reviews of monthly overruns. Weekly financial performance review (KPI). Recovery of non-DC related Auditing of administrative process compliance. Financial Evaluation & Review: Documented Max sessions sessions. Weekly and monthly KPI's. Monthly financials. Debtor age analysis. Creditors trail balance. Market
accurate records of jobs completed and associated financial costs.