forms, emails). Always maintain all creditor documentation of the group companies (computer and manual to date and orderly). Creditors control (includes all capturing, reconciliations, queries, credit limits CGIC). Control company card transaction (includes all capturing, reconciliations, top-ups, queries – fleet
audits. Tax: (Corporate, VAT, Payroll). Ensure that all companies are tax compliant through timeous payments the relevant authorities. Prepare and assist with group and company monthly, quarterly, and annual reporting
audits. Tax: (Corporate, VAT, Payroll). Ensure that all companies are tax compliant through timeous payments the relevant authorities. Prepare and assist with group and company monthly, quarterly, and annual reporting
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client
and own transport. Ability to present training to groups of employees. Computer literate. Problem Solving
and own transport. Ability to present training to groups of employees. Computer literate. Problem Solving
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations: Collation of all clients related information (data discovery and fact ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations: Collation of all clients related information (data discovery and fact ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client
skills that feeds off the energy of other people and group work. Key Responsibilities: Live the company vision