Assistant To Financial Manager Jobs in Claremont, Western Cape
Certified Financial Planner Claremont
The Talent Experts
Claremont
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced technical support to Wealth Managers and preparing comprehensive proposals and financial needs analysis for clients trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need
share this job on whatsappCeo Claremont
The Talent ExpertsClaremont
align with the organisation's strategy. You'll manage financial affairs, optimise investment initiatives, Africa to the communities that your organisation assists. The culture of the company is down to earth and Ideally we'd like someone with a Master's Degree in Management Sciences or a related field but we'll also consider accountability governance. You possess strong financial management skills, including budget preparation and adherence, and are adept at handling complex financial reports and mitigating risks. Your leadership
Paraplanner (cfp) Market-related
The Talent ExpertsClaremont
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced technical support to Wealth Managers and preparing comprehensive proposals and financial needs analysis for clients trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need
Junior Paraplanner Market-related
The Talent ExpertsClaremont
role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service it You'll be joining an esteemed independent financial planning practice, based in professional offices degree, ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it Candidates on track to complete their Certified Financial Planner® designation will be given preference
Junior Paraplanner Claremont
The Talent ExpertsClaremont
role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service it You'll be joining an esteemed independent financial planning practice, based in professional offices degree, ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it Candidates on track to complete their Certified Financial Planner® designation will be given preference
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