... processes and controls in the Financial Advisors practice(s) (including all transactions ... reporting etc) Liaise between Financial Advisors and product providers Equipped to ... the Financial Advisor Operational support for Portfolio Managers and CRMs Assistants ...
a day ago
... customer representatives to identify their financial needs, engage internal specialists ... Propositions Selling: Recommend suitable financial products and services based on ... coaching to enhance capabilities in financial advising, particularly in insurance, ...
a month ago
... review their portfolios, providing professional financial advice and offerings. Prospect ... with clients. Develop comprehensive financial plans tailored to individual clients ... for cross-selling and upselling financial services. Network with professionals, ...
a month ago
... Description: Financial Planning Partner Assistant Purpose of role: The Partner Assistant is ... required to support the Financial ... reporting etc) Liaison between Financial Planner Partner and product providers ...
9 days ago
Description: Finance Assistant Business Administrator Pinetown Durban Salary: ... recruiting for a Business Administrator Finance Assistant for a permanent position based in ... and paperwork relating to this. Financial process - PO, GRV and all ...
10 days ago
... a 1-year contract as an Assistant Financial Manager. This role offers an ... necessary documentation. Help streamline financial processes and implement improvements. Collaborate ... with other departments to drive financial performance and operational efficiency. ...
26 days ago
... . Formal hospitality qualification (advantageous). Strong financial acumen and ability to manage ... managing budgets, cost controls, and financial reporting. Oversee guest relations, ensuring ...
24 days ago
... (Outlook, MS Word, Excel, Gmail), financial acumen, and excellent problem-solving ...
22 days ago
... and coordinate appointments for the Financial Advisor with clients. Prepare and organize ... forms of communication for the Financial Advisor. Organize and maintain office supplies ... as needed to support the Financial Advisor. Requirements:Â Ability to take ...
15 days ago
... Accountant (CA) as an Assistant Finance Manager. This is ... and manage the companys financial activities, ensuring accuracy and ... , quarterly, and annual financial reports for senior management ... and systems that support financial operations and reporting. ...
a month ago
... responsible for overseeing the companys financial management, planning, and reporting ... returns (ITR14). Prepare annual financial statements. Oversee the audit process ... Accounting Consultants Management of Business Advisors Public Liability Job Experience & ...
16 days ago