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
annual budgets, quarterly forecasts, long-term plans) Consolidating information across the group Preparing
currently looking to employ Planning Assistant based in East London. The Planning Assistant supports the needs needs of the Planning and Allocating functions, being proficient across all tasks relating to these roles analysis. Reporting on key areas. Assist with planning processes. Assist with allocating stock to stores
development of the company's Insurance strategic plan/corporate plan in support of the Head of Risk and Strategy execution of the company strategy and to lead the planning process to achieve the intended objectives and
Regional Financial Manager required based in Cape Town or Johannesburg for regional financial results financial results for the region, reviews and commentary Present regional financial information to Head Annual regional budget preparation and management, forecasts Management of stock at various regional business reports, daily financial reports, low margins, regional payroll Insurance claims management Audits, role Sage300, Excel (Advanced) Travel within region (own vehicle, fuel card) Valid driver's license
The Regional Manager will conduct Post Investment Unit monitoring and reporting of allocated portfolio special projects in the region. • Completion and adherence to Personal Development Plan • Assist in completing
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