Client Details:
Our client offers a wide range of wealth management services with the goal of helping their customers build an investment portfolio that meets their financial They also offer their customers a means of investing directly via their online Our clients aim is to provide valuable and appropriate advice, backed by sound They work closely with their customers to help understand their unique needs, circumstances and Our client is also very committed to transforming and embracing diversity within their organisation to create an inclusive
Role Responsibilities:
- Improving efficiency of the management reporting
- Identifying unusual trends or anomalies that require further analysis and
- Examining financial information for
- Monthly income statement and balance sheet
- Assisting Regional Managers with financial
- Reviewing / distribution of Advisor commission
- Assisting with audit pack completion, submission and annual financial
- Managing financial and business
- Assisting staff to prepare management financial
- Mentoring junior staff to assist and prepare annual financial statements and assist with year-end
Preferred Qualifications:
- Bachelor of Accounting qualification or Qualified CA/CIMA
Relevant Skills / Experience:
- 2 - 3 years relevant, related work experience within the financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (Intermediate MS Excel)
PS Even if you feel you don t have all the skills listed or if this spec isn t what you are looking for, feel free to send your CV as we probably have other opportunities that could interest For a more comprehensive and updated list of opportunities that we have on offer, do visit our website -
CA/CIMA, Accounting Degree, Financial Services, Financial Manager