Apply your corporate strategy, planning and reporting experience, craft strategy and drive implementation
Knowledge
to the Financial Planning industry. Ideally someone coming from the financial planning industry, who has Minimum requirements: Knowledge of the Financial Planning industry. Administrative experience as an assistant solutions with experience gained in the financial planning industry. Excellent written and verbal communication
to the Financial Planning industry. Ideally someone coming from the financial planning industry, who has Minimum requirements: Knowledge of the Financial Planning industry. Administrative experience as an assistant solutions with experience gained in the financial planning industry. Excellent written and verbal communication
presenting financial planning recommendations
Implementation of financial planning recommendations
Monitoring of financial planning and recommendations:
Preferred Qualities
negotiation skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
client's house, restaurant, etc.) • Doing all the planning for our clients (Investment proposals, Financial required but loads of passion for holistic financial planning. (We will provide training) Market related.
client's house, restaurant, etc.) • Doing all the planning for our clients (Investment proposals, Financial required but loads of passion for holistic financial planning. (We will provide training) Market related.
assigned accounts to identify outstanding debts, planning a course of action to recover outstanding payments payments, negotiating payoff deadlines or payment plans, handling questions or complaints, and investigating
Business Plan: Drive the business planning cycle to deliver a business and strategic plan which will calculation, filing and payment. Cash flow: Cash flow planning and control. Human Resources: MIBF/UIF payments