Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize always expected and required. Time management: ability to manage time and tasks to ensure deadlines are administrative processes and controls in the Financial Planning practice(s) (including all transactions
Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize always expected and required. Time management: ability to manage time and tasks to ensure deadlines are administrative processes and controls in the Financial Planning practice(s) (including all transactions
looking to employ a Senior Accountant and Office Manager based in East London. A wonderful career opportunity office management and stock control experience. Strong understanding of International Financial Reporting Reporting Standards (IFRS) and operational financial controls. Experience with accounting software (e.g. Pastel Responsibilities and expectations but not limited to: Manage all accounting transactions including daily sales Including, but not limited to, overseeing, and managing the Junior Accountant with: Cash reconciliations
looking to employ a Senior Accountant and Office Manager based in East London. A wonderful career opportunity office management and stock control experience. Strong understanding of International Financial Reporting Reporting Standards (IFRS) and operational financial controls. Experience with accounting software (e.g. Pastel Responsibilities and expectations but not limited to: Manage all accounting transactions including daily sales Including, but not limited to, overseeing, and managing the Junior Accountant with: Cash reconciliations
Reference: PE002317-JO-1 Our client in the Financial Services industry, based in East London, is seeking you. Requirements: 4-5 years experience in the financial services industry. Relevant tertiary education education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA legislation Responsibilities, but not limited to: 1. Client Data Management: Responsible for client data recording on the data in the various advice tools and CRM's. 2. Financial Planning preparation & Client Reviews: XPlan
Reference: PE002317-JO-1 Our client in the Financial Services industry, based in East London, is seeking you. Requirements: 4-5 years experience in the financial services industry. Relevant tertiary education education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA legislation Responsibilities, but not limited to: 1. Client Data Management: Responsible for client data recording on the data in the various advice tools and CRM's. 2. Financial Planning preparation & Client Reviews: XPlan
Senior Accountant and Office Manager with preparing budget forecasts and financial reports that may be requested by management. Ensure timely bank payments and monthly financial analysis packs. Audit financial transactions to ensure accuracy and compliance. Comply with financial policies and regulations. Coordinate with Head over financial transactions and reporting. Contribute to cost-reduction initiatives and financial efficiency
accounting, or sales analytic roles. Proficiency in financial software and systems, such as ERP systems (e.g Oracle Dynamic 365), Microsoft Excel, and database management tools. Detail-oriented with a commitment to accuracy
process related problems. Assist with operator training where required. Communicate with production on
Responsibilities, but not limited to: Diary management for senior sales team. Flight and accommodation