business and existing business like investments, risk, medical aid, trusts and estates. You will also client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll
business and existing business like investments, risk, medical aid, trusts and estates. You will also client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
you'll enjoy it) You will assist in reviewing management accounts to ensure accuracy and compliance. You'll reviewing payments to safeguard against inaccuracies, managing VAT returns efficiently, doing the cashbook and leading a small team so it's critical you have management experience and skills. Where you'll be doing but in both possibilities you'll need to have managed staff and have retail industry expeirence. You'll
joining a small yet growing and top-performing asset manager based in the northern suburbs. You'll be based mentor you. An opportunity to work in a small asset manager where you are so much more than a number and you'll
joining a small yet growing and top-performing asset manager based in the northern suburbs. You'll be based mentor you. An opportunity to work in a small asset manager where you are so much more than a number and you'll