Reference: NFE007332-TIA-1 Are you a Financial Planning and Analysis wizard? Does your current position
Reference: NFE007332-TIA-1 Are you a Financial Planning and Analysis wizard? Does your current position
company based in Johannesburg Description Group Financial Planning and Analyst Manager Highly Attractive Salary to the Chief Financial Officer. The Group Financial Planning and Analyst Manager is a business partner financial findings. They are responsible for financial planning, budgeting, and forecasting, as well as assisting 5-8 years of experience in in a financial analyst role/strategic planning Qualified CA (would be an advantage) 5-8 years of experience in in a financial analyst role/strategic planning Qualified CA (would be an advantage)
you'll be doing it You'll be joining a small financial planning brokerage, they are well-established and and thriving. They provide customised financial planning services to their clients. You'll be office based gained at least 2 years of experience in financial planning doing all the relevant administration and your Matric and a qualification/diploma in financial planning is highly advantageous. You also need to with Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least
you'll be doing it You'll be joining a small financial planning brokerage, they are well-established and and thriving. They provide customised financial planning services to their clients. You'll be office based gained at least 2 years of experience in financial planning doing all the relevant administration and your Matric and a qualification/diploma in financial planning is highly advantageous. You also need to with Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least
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 recommendations Oversee the administration of a financial planning practice, including but not limited to compliance
processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS individual commission related queries on behalf of Financial Planning Partners) and internal queries received from from the regions i.e. Financial Planning Partners etc. Request and submit invoices and month end statements the total fees / commission in suspense for Financial Planning Partners who have left the company Preparation
processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS individual commission related queries on behalf of Financial Planning Partners) and internal queries received from from the regions i.e. Financial Planning Partners etc. Request and submit invoices and month end statements the total fees / commission in suspense for Financial Planning Partners who have left the company Preparation
NFR003565-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance requirements Qualifications: BCom Degree, Financial planning, Investments, Finance and wealth 3 - 5 years
acquisitions. Tasks: Analyse a company's financial planning: initial balance sheet, income statement appraisals of tangible and intangible assets, financial planning and modelling. Take part in negotiations