Job & Company Description:The company, a licensed and accredited Financial Services Provider, excels in Retail Pension Benefits, Participatory Interests in Collective Investment Schemes, and Short-term Insurance. Their approach to personal financial planning is all about understanding clients on a deeper level, capturing detailed insights into their attitudes, goals, and aspirations. With a mission to be the go-to financial advisor, the company collaborates seamlessly with other advisors to ensure clients' best interests are always at the forefront.
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 and oversee financial report preparation and distribution
- Demonstrate advanced proficiency in Excel for data analysis and reporting
- Skilled in using SAGE Pastel for accurate financial management and reporting
Qualifications:- BCom Accounting
- SAICA or SAIPA Articles
- Minimum 2 years of experience
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