services firm, is seeking a seasoned Senior Financial Advisor to join their team. The ideal candidate will bring Minimum 10 years of experience as a Financial Advisor. Certified Financial Planner (CFP) designation
administrative support for the Financial/Investment Advisors within the team, and includes handling of all debit balances and assist financial/Investment Advisors to take corrective action • Preparation of client
administrative support for the Financial/Investment Advisors within the team, and includes handling of all debit balances and assist financial/Investment Advisors to take corrective action • Preparation of client
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business
Amendments to existing client information (investors, advisors, employers) § Validating all incoming instructions
Amendments to existing client information (investors, advisors, employers) § Validating all incoming instructions
Accounts Payable department Provident fund Medical Aid Medical Insurance
external legal, financial, tax and technical advisors to execute and/or monitor an investment Conducting
external legal, financial, tax and technical advisors to execute and/or monitor an investment Conducting