and top ups from existing clients • Provide a financial roadmap and investment solution • Manage client's with clients • Management and development of an Assistant • Keep abreast of changes by attending training Managing AUM and Net Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or
Westen Cape. Supports the business with critical financial decisions by collecting, tracking, and correcting Responsible for financial audits, reconciling bank statements, and ensuring financial records are accurate fuel, maintenance, and labour costs. Analyse financial data to identify cost-saving opportunities and salary control accounts, accruals. Prepares financial statements and reports for management, shareholders Year-End File for Audit. Asset Finance Report. Assists with budget panning and forecasting for transportation
FICA) Review and approval of client onboarding Assist advisory, fiduciary and consulting operations with Previous experience in a similar function within the Financial Services Industry is essential. Track record of
forecast to management. Identify, give input into, and assist with the implementation of marketing strategies Provide reports and target tracking as required. Assist the team with other related functions when and
FICA) Review and approval of client onboarding Assist advisory, fiduciary and consulting operations with
business relationships with new customers. Provide assistance with implementing suggested plans and strategies
business relationships with new customers. Provide assistance with implementing suggested plans and strategies
ongoing training and education. Inventory Management: Assist in managing parts and supplies, ensuring stock