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Paraplanner Cpt - Cbd NEW

 HeadhuntersCape Town City Centre

Town). Suitably qualified person with previous experience providing technical and administrative financial A wonderful career opportunity awaits you. Requirements: Relevant investment/financial degree or diploma diploma / qualification. Knowledge and experience in a financial/investment environment (minimum 3 - 5 5 years). At least 3 years' work experience within a Financial Planning practice. Knowledge of Financial products and services offered by our company. Experience in preparing and presenting client proposals


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Paraplanner NEW

 HeadhuntersCape Town City Centre

Town). Suitably qualified person with previous experience providing technical and administrative financial A wonderful career opportunity awaits you. Requirements: Relevant investment/financial degree or diploma diploma / qualification. Knowledge and experience in a financial/investment environment (minimum 3 - 5 5 years). At least 3 years' work experience within a Financial Planning practice. Knowledge of Financial products and services offered by our company. Experience in preparing and presenting client proposals


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Financial Partner Cpt - Cbd

 HeadhuntersCape Town City Centre

opportunity awaits you. Requirements: 2-3 years in the financial services industry required. Relevant tertiary (Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications and professional conduct are always expected and required. Time management: ability to manage time and tasks Services: Implementation of the client services experience, as defined by the Head of Operations. Take full clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)


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