... , with national footprint, for a financial advisor managing an existing portfolio of ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
14 days ago
... , with national footprint, for a financial advisor managing an existing portfolio of ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
15 days ago
... necessary administrative tasks KEY SKILLS: Sales & Promotion: Actively promote and ... Understand client needs, identify new sales opportunities, and build strong relationships ... clients Maintain accurate records of sales, client interactions, and administrative ...
a month ago
... a Para-planner. Your: Education: A financial qualification is essential (e.g. B Com finance ... all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from ... investment reports / proposals for Financial Advisors
4 days ago
... discrepancies). Experience Experience in a financial services or investment related administrative ... Proactively manage client and advisor communication and queries; Process ... quotations on a platform; Assist advisors with model portfolio switches, mandates ...
14 days ago
... discrepancies). Experience Experience in a financial services or investment related administrative ... Proactively manage client and advisor communication and queries; Process ... quotations on a platform; Assist advisors with model portfolio switches, mandates ...
19 days ago
... provides integrated vertical financial infrastructure to enable deep financial inclusion where ... teams to minimize impact. Financial Management Manage product P&L, focusing ... Finance, Compliance, Customer Support, Sales, Marketing, and Production Support to ...
20 days ago
... finance, accounting, legal, tax, sales, operations, and procurement teams to ... & Competencies Strong understanding of financial principles, cash flow forecasting techniques ... sectors. Advanced proficiency in financial modelling. Excellent problem-solving ...
a month ago
... . • Gathering and analysing relevant consignment sales and cost data. • Calculating final ... . • Recording consignment transactions in financial reports. • Reconciling financial performance metrics. CLOSING DATE ...
a month ago
... promotional campaigns in collaboration with sales teams. • Manage promotional budgets, timelines ... ) Project management skills Budgeting and Financial Management Other Languages: Chinese or ...
12 days ago
... : A well known company within the financial industry with a national footprint requires ... in other areas where required Sales function: Prepares and maintains calculations ...
15 days ago
... advantage 2 Years reconciliation experience within a financial department required Skills & Competencies Computer ... accounts Resolving of discrepancies on sales report Ensure all invoices are ...
27 days ago
... in auditing, banking and/or sales and marketing will be advantageous ... studies on targeted companies Do financial modelling and compile the investment ...
a month ago
Description: A leading and renowned Financial firm based in Bellville is ... times Payment execution Assisting with sales administration Qualifications: Matric/Grade 12 ...
3 months ago
... operator level of a Point of Sales System exposure to Micros advantageous ... Exposure and understanding of restaurant financials Able to work flexible hours ...
10 days ago