experience providing technical and administrative financial planning support to Advisers and senior management experience within a Financial Planning practice. Knowledge of Financial Planning principles including of the Financial Planning Industry, financial and insurance products, and financial planning concepts Experience in working with Elite Wealth's financial planning software would be an advantage, as well as 5 qualification or Relevant investment or financial planning degree or diploma. Valid driver's license
experience providing technical and administrative financial planning support to Advisers and senior management experience within a Financial Planning practice. Knowledge of Financial Planning principles including of the Financial Planning Industry, financial and insurance products, and financial planning concepts Experience in working with Elite Wealth's financial planning software would be an advantage, as well as 5 qualification or Relevant investment or financial planning degree or diploma. Valid driver's license
industry is currently looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Directors and Portfolio Managers Engagement with Financial Planning Partners and their Assistant's Interaction
processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Directors and Portfolio Managers Engagement with Financial Planning Partners and their Assistant's Interaction
leadership team to develop and execute long-term financial plans, operational efficiency as well as capital
leadership team to develop and execute long-term financial plans, operational efficiency as well as capital