brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning shaping the future of our niche client base and assisting them to achieve their financial goals by providing recommendations to optimize their financial objectives. Assist clients in completing applications, medical examinations degree, Financial Planning, Investments, Wealth Management Minimum requirements: NQF5, RE5, Class of Business
subsequently provide advice and guidance to upper management on future financial plans. The goal is to enable recommending further courses of action. Prepare management reports, trial balances and cashflow. reconcile objectives, and design a framework for these to be met. Manage and prepare the company's budget. Liaise with auditors timeously manage and run bank recons and bank allocations processing payrol for the company managing debtors/creditors debtors/creditors managing cash collections reconning suppliers and loading invoices provide accurate monthly
risk tolerance and recommend appropriate risk management strategies Provide advice on Investment and Risk laws and regulations.Prepare regular reports for management and clients. Requirements Minimum Matric with Finance related field Non-Negotiable (NQF5: Wealth Management/ Bcom) RE5 Non-Negotiable Relevant Class of Business's
environment. Manage full accounting and tax function of client portfolio. Produce monthly management reports
A patient and empathetic attitude Strong time management and organizational skills Adaptability and flexibility