previous experience providing technical and administrative financial planning support to Advisers and financial/investment environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general well as NinetyOne investment platform. Minimum NQF level 5 qualification or Relevant investment or financial expectations but not limited to: Technical and administrative financial planning support to Financial Advisers
previous experience providing technical and administrative financial planning support to Advisers and financial/investment environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general well as NinetyOne investment platform. Minimum NQF level 5 qualification or Relevant investment or financial expectations but not limited to: Technical and administrative financial planning support to Financial Advisers
wonderful career opportunity awaits you. Requirements: 2-3 years in the financial services industry required and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business strengthening client relationships. Office Management: Support the general office management including reception
Accounting or Finance required. SAIPA, CIMA advantageous. 3 – 5 years' experience. Strong experience in financial
Accounting or Finance required. SAIPA, CIMA advantageous. 3 – 5 years' experience. Strong experience in financial
Agent, etc. Ability to function at a strategic level whilst fulfilling operational responsibilities.
Agent, etc. Ability to function at a strategic level whilst fulfilling operational responsibilities.