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Compliance Administrator Ysterplaat
Ca Financial Appointments
Ysterplaat
that advisors are providing suitable advice to clients, according to client needs and risk appetite; Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
share this job on whatsappCompliance Administrator Market Related
Ca Financial AppointmentsYsterplaat
that advisors are providing suitable advice to clients, according to client needs and risk appetite; Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
Corporate Administrator Cape Town
Ca Financial AppointmentsCape Town Region
ensure the Group VAT compliance is adhered to and provide support with tax compliance functions within the and reconciliation of annual vat balances Provide VAT training to and communicate changes in legislation Resolve VAT queries for Group and provide VAT advice where applicable Provide support with the general tax compliance and procedures Minimum of years of experience in VAT or similar financial role, demonstrating Accounting software package experience (Sage 300 Accpac advantageous) Must have experience on SARS e-filing Intermediate
Compliance Officer Market Related NEW
Ca Financial AppointmentsYsterplaat
identify and address potential compliance issues, providing guidance to the leadership team to maintain a collaborate with various departments to educate and train employees on compliance requirements. Your commitment Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn contracts including terms of business with various providers Ongoing compliance monitoring and onboarding checks
Compliance Officer Ysterplaat NEW
Ca Financial AppointmentsYsterplaat
identify and address potential compliance issues, providing guidance to the leadership team to maintain a collaborate with various departments to educate and train employees on compliance requirements. Your commitment Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn contracts including terms of business with various providers Ongoing compliance monitoring and onboarding checks
Senior Accountant Cape Town
Ca Financial AppointmentsCape Town Region
accounting functions based in Cape Town. You would need to be deadline-driven, detail-oriented, and able accounts and annual financial statements Pro-actively train and complete required CPD Have a strategic mindset articles 1-3 Years Xero cloud-based accounting experience essential Accounting, Income Tax, Provisional PAYE, VAT, SARS, E-filing knowledge CaseWare experience Strong MS Office and MS Excel skills Please note
Fp&a Analyst Market Related NEW
Ca Financial AppointmentsYsterplaat
stakeholders Support strategic planning initiatives by providing financial insights and recommendations Partner leadership team to understand their financial needs and provide support in budgeting and forecasting processes Accounting, Economics, or a related field Proven experience in financial planning and analysis, preferably
Fp&a Analyst Ysterplaat NEW
Ca Financial AppointmentsYsterplaat
stakeholders Support strategic planning initiatives by providing financial insights and recommendations Partner leadership team to understand their financial needs and provide support in budgeting and forecasting processes Accounting, Economics, or a related field Proven experience in financial planning and analysis, preferably
Compliance Officer Cape Town
Ca Financial AppointmentsCape Town Region
officer with current, relevant asset management experience. Exciting role to not only ensure compliance Ensuring compliance is held by staff as well as training as required Supporting and ensuring an appropriate etc.) Assisting the business with any compliance training as required Consult with business partners on or CProf qualification Minimum of 2 - 3 years' experience in an asset management compliance officer role
Compliance Officer Market Related
Ca Financial AppointmentsCape Town Region
officer with current, relevant asset management experience. Exciting role to not only ensure compliance Ensuring compliance is held by staff as well as training as required Supporting and ensuring an appropriate etc.) Assisting the business with any compliance training as required Consult with business partners on or CProf qualification Minimum of 2 - 3 years' experience in an asset management compliance officer role
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