preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner
tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that client-centricity. What you'll need To succeed in this role, you need to have a completed degree in Investments working experience in the investment industry. You need to have gained experience working with KYC, FATCA
tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that client-centricity. What you'll need To succeed in this role, you need to have a completed degree in Investments working experience in the investment industry. You need to have gained experience working with KYC, FATCA
parking is provided. What you'll need To excel in this role, you'll need at least 1 years of experience preferably in an FAIS compliance environment. You'll need to have a tertiary qualification in risk, legal
parking is provided. What you'll need To excel in this role, you'll need at least 1 years of experience preferably in an FAIS compliance environment. You'll need to have a tertiary qualification in risk, legal
existing and potential clients, assessing their needs, and providing tailored solutions. From drafting driving positive change. What you'll need To thrive in this role, you'll need a combination of technical expertise
the world of finance. What you'll need To succeed in this role, you need to be a qualified Accountant (SAIPA) thrive under pressure will set you apart. You also need to have good knowledge of different jurisdictional
career advancement. What you'll need To succeed in this role, you'll need a minimum of an N3 qualification valid driver's license and willingness to travel as needed are also required. What's in it for you The position
collaborative and dynamic work environment. You would need to travel to client sites required and you would Mpumalanga, Eswatini and Malawi. What you'll need: You will need a matric and preferably a bachelor's degree
collaborative and dynamic work environment. You would need to travel to client sites required and you would Mpumalanga, Eswatini and Malawi. What you'll need: You will need a matric and preferably a bachelor's degree