Job & Company Description:

The company is a registered and authorized Financial Services Provider, specialising in Retail Pension Benefits, Participatory interest in Collective Investment Schemes, and Short-term Insurance.
Their approach to personal financial planning involves gathering comprehensive information from clients, including their attitudes, goals, and objectives. The company aims to serve as the primary financial advisor for clients, coordinating with other advisors as needed to ensure their best interests are met.

Job Experience & Skills Required:

Analyse financial statements to identify trends, variances, and areas for improvement
Prepare financial forecasts based on historical data and market trends
Provide tax planning advice to minimize tax liabilities
Ensure compliance with record retention policies and regulations
Managing reports
Advanced in Excel
SAGE Pastel

Qualifications: