they are well-established and thriving. They provide customised financial planning services to their need You need to have gained at least 2 years of experience in financial planning doing all the relevant and support. You will need to have completed your Matric and a qualification/diploma in financial planning highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's Wealth's financial planning software. Experience working with at least 2 of the following platforms Gl
they are well-established and thriving. They provide customised financial planning services to their need You need to have gained at least 2 years of experience in financial planning doing all the relevant and support. You will need to have completed your Matric and a qualification/diploma in financial planning highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's Wealth's financial planning software. Experience working with at least 2 of the following platforms Gl
need to have a minimum of 3 years of working experience in an admin support/Paraplanner role working services sector. Our client offers comprehensive training and development programs to help you enhance your
need to have a minimum of 3 years of working experience in an admin support/Paraplanner role working services sector. Our client offers comprehensive training and development programs to help you enhance your
you're SAIPA/ SAICA articles and you've gained experience in financial services or audited financial services contacts. From identifying payment requirements to providing support for investment reporting and client meetings excellence and a culture of collaboration, they provide unparalleled opportunities for professional growth with either SAIPA or SAICA articles completed. Experience in financial services is essential and exposure
else does too? Is this you? You've gained solid experience in compliance and have a passion for regulatory compliance across various financial services providers. From acting as the FAIS Compliance Officer for opportunity to collaborate with key stakeholders, provide strategic guidance, and drive initiatives to enhance Category I and Category II with at least 5 years of experience in compliance, risk, or legal roles within the
else does too? Is this you? You've gained solid experience in compliance and have a passion for regulatory compliance across various financial services providers. From acting as the FAIS Compliance Officer for opportunity to collaborate with key stakeholders, provide strategic guidance, and drive initiatives to enhance Category I and Category II with at least 5 years of experience in compliance, risk, or legal roles within the
In this role, you will play a crucial role in providing technical support to Wealth Managers and preparing directly contribute to enhancing the overall client experience and driving business growth. With constant innovation You'll also need at least 3 years of working experience as a Paraplanner within wealth management. Strong
In this role, you will play a crucial role in providing technical support to Wealth Managers and preparing directly contribute to enhancing the overall client experience and driving business growth. With constant innovation You'll also need at least 3 years of working experience as a Paraplanner within wealth management. Strong
solid foundation in terms of investment admin experience or investment client service and you're ready documentation for direct clients and service providers. Where you'll be doing it You'll be joining a investment-related degree is required with at least 1-2 years' experience doing investment admin/processing or investment