Our client is looking for a financial accountant to assist their clients in unlocking and maximising executive management team. Summary of duties: • Obtain, calculate and/or analyse financial data; • Preparation Preparation of comprehensive financial reports; • Preparation and submission of grant applications; • and incentives globally; and • Presentation of financial reports, with presentations to EXCOs and boards or eligible to register; • Alternatively CIMA Operational level completed; • Minimum of 1 year work experience
Requirements for this position: 2 years of proven experience in SDR/BDR or B2B sales experience within a SaaS or Tech environment, with at least one year in a leadership position. Strong understanding of sales processes and strategies, especially in outbound lead generation. BCom Law, Information Sc
service delivery processes High level account management and direct contact with executive contacts Preparation written and verbal) Organisation and project management: Effective daily communication with team members
Our mission is to revolutionise financial services by ingeniously digitalising and guiding customer experiences leader in conversational AI solutions for the financial services industry, working alongside top brands sales success, ideally in a scale up and / or financial services or technological industry environment to the client's needs, concerns, and objectives Managing an ongoing sales pipeline Generating your own building relationships with key decision makers Managing and reporting on sales activities Understanding
the Financial Planning Partners. The incumbent plays a critical role in the day-to-day operations of the the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Responsibilities: Operational Support (10%) Support the Centre with general office management tasks including line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS from clients for professional services) Query management - with product providers on queries (including
the Financial Planning Partners. The incumbent plays a critical role in the day-to-day operations of the the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Responsibilities: Operational Support (10%) Support the Centre with general office management tasks including line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS from clients for professional services) Query management - with product providers on queries (including
supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client data, data integration, financial plan preparation, assisting with scenario planning advice process). The Paraplanner is employed to operate within the Company's preferred Advice methodology
opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive Implement the agreed solution for clients and manage underwriting and other onboarding requirements short term insurance leads from the company's financial planning partners. On receipt of the client's function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity
Knowledge of financial principles and accounting software Ability to analyze financial data Excellent Excellent organizational and time-management skills Strong attention to detail and accuracy Communication and
team. Working closely with an assigned Branch Manager, who is responsible for business development and email and phone, to arrange meetings for Branch Managers • Follow up after meetings to close deals • Inputting checking of leads through Client Relationship Management (CRM) systems • Preparing reports to identify essential) • Excellent organisation and time-management skills • Excellent phone and email etiquette