client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant in the financial services industry required. Relevant tertiary education or courses. Financial Services 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, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped
Reference: NFE007278-TIA-1 Are you a Financial Planning and Analysis wizard looking to excel in your Description (Responsibilities): Month end reporting Financial planning Cost analysis VAT and Tax knowledge Consolidations
Reference: NFE007278-TIA-1 Are you a Financial Planning and Analysis wizard looking to excel in your Description (Responsibilities): Month end reporting Financial planning Cost analysis VAT and Tax knowledge Consolidations
/>This JSE listed company is looking for a Financial Planning and Analysis Manager. The purpose of the
in decision-making in all matters operational, financial, and strategic.
The suitable candidate's
improving strategies, consolidation and review of sales pricing across the business, analysis of pricing
Reference: NFE007332-TIA-1 Are you a Financial Planning and Analysis wizard? Does your current position
point of contact, managing the workflow between the sales team, suppliers, customers, and operational requirements to plan, source, and offer internal sales support to the team. This role requires your financial administration of proformas and sales orders (Pastel) or other accounting software essential Financial experience to assist ensuring completion of tasks Ability to read building plans Strong administrative skills Ability to multitask Afrikaans DUTIES Coordinate project tasks related to sales to ensure seamless information flow between departments
proformas and sales orders (Pastel) or other accounting software essential
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE - CAPE TOWN
Job summary
One of our
position of Financial Planning Associate. The main objective of this role is to prepare financial proposals
assist members with general enquiries where the financial advisors involvement is not required. You must
retirement, as well as tax in the context of financial planning.
Key areas of responsibility:
relationships with colleagues and clients throughout the financial services environment, both within and outside
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and of things so no need for you to find clients, do sales or chase targets. What you'll be doing (and why prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining
Reference: NFE007332-TIA-1 Are you a Financial Planning and Analysis wizard? Does your current position