a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience administration and support. You will need to have completed your Matric and a qualification/diploma in financial planning planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience administration and support. You will need to have completed your Matric and a qualification/diploma in financial planning planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
processes Handle customer inquiries and resolve any operational issues in a timely manner Monitor and supervise operations staff as needed Requirements: Appropriate finance qualification: Chartered Accountant. Specialist qualification in financial services would be advantageous. Self-driven with at least 2-5 advantageous, but not required If you meet the qualifications and are interested in joining the team as an will put your CV on file and contact you regarding any future vacancies that arise. See Description See
essential ie. Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company experience is an advantage Appropriate tertiary qualification (bachelor's degree in commerce, finance, investments investments preferable) Must have a qualification recognised by the FSCA for FAIS purposes Preference will provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate
essential ie. Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company experience is an advantage Appropriate tertiary qualification (bachelor's degree in commerce, finance, investments investments preferable) Must have a qualification recognised by the FSCA for FAIS purposes Preference will provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate
with the bankers Liaising with customers to resolve any payment queries or disputes. Participating in the daily Informing the Credit Controller of any changes needed in NetSuite. Processing journals in a timely to work under pressure Qualification / Experience: Matric Tertiary Qualification advantageous 1 Years'
with the bankers Liaising with customers to resolve any payment queries or disputes. Participating in the daily Informing the Credit Controller of any changes needed in NetSuite. Processing journals in a timely to work under pressure Qualification / Experience: Matric Tertiary Qualification advantageous 1 Years'
to promote change within in their community and needs someone who wants to make a difference If you are Skills Required: Qualifications: Completed B.com degree Completed CIMA qualification Experience: At least www.networkrecruitment.co.za If you have not had any response in two weeks, please consider the vacancy unsuccessful. Your profile will be kept on our database for any other suitable roles / positions. For more information
wants to promote change within their community and needs someone who wants to make a difference If you are Skills Required: Qualifications: Completed BCom degree Completed CIMA qualification Experience: At least www.networkrecruitment.co.za If you have not had any response in two weeks, please consider the vacancy unsuccessful. Your profile will be kept on our database for any other suitable roles / positions. For more information
provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction Emotional resilience. Appropriate tertiary qualification (bachelor's degree in commerce, finance, investments investments preferable) Have a qualification recognised by the FSCA for FAIS purposes. Preference will Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI