you need to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner
you need to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner
What you'll need You need to have gained at least 2 years of experience in financial planning doing all planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan
What you'll need You need to have gained at least 2 years of experience in financial planning doing all planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan
based. Thereafter there is a hybrid situation with 1 – 2 days work from home (granted you have a stable internet
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial completed your RE 5. You need to have gained no less than 2 years' experience in financial planning administration
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial completed your RE 5. You need to have gained no less than 2 years' experience in financial planning administration
culture of transparency and collaboration. You'll have 2 direct reports of which have 7 reporting to them. Africa to the communities that your organisation assists. The culture of the company is down to earth and
a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial
a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial