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 executives); • Ability to work under pressure and manage multiple client deadlines; • Self-driven and results-orientated;
with information technology • The capability to manage and work with data • Capable planner • Basic understanding
least 8 years marketing experience, perferably at management level Advanced computer literacy Valid driver's their sales initiatives. Customer Relationship Management (CRM) To develop and implement an effective CRM platforms required to achieve objectives. Effectively manage and action ad hoc client communications. Ensure reported quarterly. Public Relations and Reputation Management To develop the strategy for approval and ensures reputational damage on the business. Immediately manage report and act upon all false and negative media
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 acumen Education: University undergraduate degree (BCom, LLB etc.) Honours degree advantageous See Description
strategies, especially in outbound lead generation. BCom Law, Information Science or Business Degree essential
with information technology • The capability to manage and work with data • Capable planner • Basic understanding
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
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 methodology and tool sets only. Categories: Client data management Responsible for client data recording on the
and up-to-date financial records using Sage X3 accounting software. Record daily financial transactions payments, and manage accounts payable. Financial Reporting: Generate and analyze financial reports, including cash flow statements. Provide regular financial updates to management, highlighting key performance indicators company policies. Maintain organized and complete financial documentation for audits and reviews. Budgeting analysis. Qualifications: Proven experience as a Financial Bookkeeper or similar role. Proficient in accounting
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and