firm that provides customized financial planning services to retirement funds and their members. They have of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
firm that provides customized financial planning services to retirement funds and their members. They have of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
thriving. They provide customised financial planning services to their clients. You'll be office based daily fluent in English and Afrikaans to enable you to service the clients. What you'll get You'll get a market
thriving. They provide customised financial planning services to their clients. You'll be office based daily fluent in English and Afrikaans to enable you to service the clients. What you'll get You'll get a market
foundation in terms of investment admin experience or investment client service and you're ready to move into the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals maintaining FICA documentation for direct clients and service providers. Where you'll be doing it You'll be joining experience doing investment admin/processing or investment client service. Preference will be given to
foundation in terms of investment admin experience or investment client service and you're ready to move into the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals maintaining FICA documentation for direct clients and service providers. Where you'll be doing it You'll be joining experience doing investment admin/processing or investment client service. Preference will be given to
some technical admin experience and now you want to get stuck into the real technical admin that makes the with a passion for delivering exceptional client service and have an even bigger passion for the investment specializes in wealth management and advisory services for high-net-worth individuals and families. With you embark on a fulfilling career in financial services. How to apply For a confidential discussion please
some technical admin experience and now you want to get stuck into the real technical admin that makes the with a passion for delivering exceptional client service and have an even bigger passion for the investment specializes in wealth management and advisory services for high-net-worth individuals and families. With you embark on a fulfilling career in financial services. How to apply For a confidential discussion please
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial provides customised financial planning and investment services to retirement funds and their members. They have
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial provides customised financial planning and investment services to retirement funds and their members. They have