Part-time Financial Adviser offering financial advice in Umhlanga and surrounding areas. Managing client relationships and supporting their financial planning needs.
Responsibilities
Part-time Financial Adviser managing financial advice and client relationships
Requirements
Grade 12
DOFA/Fit & proper
A valid Driver’s licence and own car
A clear criminal and credit check
Proven computer literacy and digital dexterity
Excellent communication skills (written and verbal)
Sound planning and organising abilities
Ability to collate, analyse and synthesize information
Handles financial administration, budget management, and accounting activities in Neurology department. Responsible for financial operations, reports, and audits at Washington University Medical Campus.
Financial Accountant responsible for assisting in Finance functions of Zego Insurance Limited. Involvement includes financial statements, treasury management, and regulatory submissions.
Senior Finance Manager driving month - end close, reporting, and analysis for financial operations at Fiserv. Partnering with executives to provide insights and improve performance.
Manage a team providing financial and regulatory reporting for investment companies. Ensuring compliance and proper client servicing while assessing risks and directing issue resolution.
CFO overseeing financial aspects, strategic planning, and analysis for Corebridge's Life business. Collaborating with leadership while managing financial oversight and reporting.
Senior investment strategist at Vanguard responsible for client - facing investment strategies and collaboration with internal partners. Providing guidance and expertise on investment products and strategies across multiple platforms.
Head of Client Portfolio Management Operations for Nuveen managing client service and investment processes. Leading operational framework and improving efficiency as assets and client complexity grow.
Analyst in Investment Research for a leading multi - asset investment house, focusing on macroeconomic analysis for capital markets and interest rate predictions.
Finance Intern contributing to Nucor's Accounting and Finance team in the manufacturing sector. Providing immersive experience in finance, accounting, and human resources.