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16.05.2024
Finance Controller
Randburg
... their dynamic team. This company is a forward-thinking institution where an Integral part of its business are its service providers, engineers and architects, that contribute daily to the ongoing success of this business. Having received multiple awards for their outstanding performance just ...
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Network Recruitment
15.05.2024
Finance Controller
Randburg
... their dynamic team. This company is a forward-thinking institution where an Integral part of its business are its service providers, engineers and architects, that contribute daily to the ongoing success of this business. Having received multiple awards for their outstanding performance just ...
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Network Recruitment
29.04.2024
Client Portfolio Analyst | Johannesburg
Johannesburg
... airs (fact find).Prepare new client reviews and proposals.Prepare and oversee client implementation plans.Maintain and update client lists, provide tax statements when requested and calculate expected CGT.Prepare cash flow forecasts using expected investment returns and cash needs.Ongoing ...
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The Recruitment Council
29.04.2024
Paraplanner | Pretoria
Pretoria
... the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.Prepare statement of advice documentation as ...
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The Recruitment Council
29.04.2024
Paraplanner | Sandton
Sandton
... the company’s investments.Roles and Responsibilities:Manage client relationships.Ensure client files comply with POPI, FICA, FAIS legislation requirements.Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement.Prepare investment proposal documents.Review client portfolios ...
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The Recruitment Council
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