Job & Company Description:
The company is a licensed and accredited Financial Services Provider specializing in Retail Pension Benefits, Participatory Interests in Collective Investment Schemes, and Short-term Insurance.
Their personal financial planning strategy involves collecting detailed information from clients, including their attitudes, goals, and objectives. The company's goal is to act as the primary financial advisor for clients, collaborating with other advisors as necessary to ensure their best interests are met.
Job Experience & Skills Required:- Analyse financial statements to identify trends, variances, and improvement opportunities
- Prepare financial forecasts using historical data and market trends
- Offer tax planning advice to reduce tax liabilities
- Ensure compliance with record retention policies and regulations
- Manage reports
- Proficient in Excel
- Skilled in SAGE Pastel
Qualifications: - BCom Accounting
- SAICA Articles
- Minimum 3 years of experience
APPLY NOW!
Apply Now