industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful detail. Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
Minimum Requirements:
Reference: NFE007278-TIA-1 Are you a Financial Planning and Analysis wizard looking to excel in your career (Responsibilities): Month end reporting Financial planning Cost analysis VAT and Tax knowledge Consolidations
Reference: NFE007278-TIA-1 Are you a Financial Planning and Analysis wizard looking to excel in your career (Responsibilities): Month end reporting Financial planning Cost analysis VAT and Tax knowledge Consolidations
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE - CAPE TOWN
Job summary
One of our
exciting vacancy for the position of Financial Planning Associate. The main objective of this role is
retirement, as well as tax in the context of financial planning.
Key areas of responsibility:
3. Prepare Financial Planning Proposals
Ensure proposals are prepared
degree
Postgraduate Diploma in Financial Planning
CFP® (Certified Financial Planner)
Regulatory
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you You've kick started your career in financial planning and the part you enjoy most if the research and innovative firm that provides customised financial planning and investment services to retirement funds and inevitable. What you'll need This is financial planning so of course a completed CFP is first prize or towards your Postgraduate Diploma in Financial Planning and you need to have completed your RE 5. You
Reference: NPr000861-PAM-1 Looking for an opportunity to utilize all your technical analytics with a management accounting angle? My client is looking for you This opportunity is tailored for experienced professionals with expertise in FP&A. The preferred candidate will possess skills in Financi
annual budgets, quarterly forecasts, long-term plans)
Consolidating information across the group