Town). Suitably qualified person with previous experience providing technical and administrative financial and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years' work experience products and services offered by our company. Experience in preparing and presenting client proposals Office skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the well as investments, tax and general financial analysis. Experience in working with Elite Wealth's financial
Town). Suitably qualified person with previous experience providing technical and administrative financial and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years' work experience products and services offered by our company. Experience in preparing and presenting client proposals Office skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the well as investments, tax and general financial analysis. Experience in working with Elite Wealth's financial
provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction opportunity awaits you. Requirements: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories. Fully computer literate, xPlan experience advantageous. Responsibilities and expectations Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate
provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction opportunity awaits you. Requirements: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories. Fully computer literate, xPlan experience advantageous. Responsibilities and expectations Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate
(Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize while being flexible to accommodate the changing needs of the clients. Teamwork: be a reliable and productive Services: Implementation of the client services experience, as defined by the Head of Operations. Take full relationships. Office Management: Support the general office management including reception, facilities
SAIPA, CIMA advantageous. 3 – 5 years' experience. Strong experience in financial analysis and reporting skills, ability to work with lookups and pivot tables. SAGE and pastel partner experience. Ability to develop
SAIPA, CIMA advantageous. 3 – 5 years' experience. Strong experience in financial analysis and reporting skills, ability to work with lookups and pivot tables. SAGE and pastel partner experience. Ability to develop