Durbanville. What you'll need You need to have gained at least 2 years of experience in financial planning the relevant administration and support. You will need to have completed your Matric and a qualification/diploma planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or or Elite Wealth's financial planning software. Experience working with at least 2 of the following platforms Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
Durbanville. What you'll need You need to have gained at least 2 years of experience in financial planning the relevant administration and support. You will need to have completed your Matric and a qualification/diploma planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or or Elite Wealth's financial planning software. Experience working with at least 2 of the following platforms Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation directly contribute to enhancing the overall client experience and driving business growth. With constant innovation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation directly contribute to enhancing the overall client experience and driving business growth. With constant innovation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth
accounting/bookkeeping experience in the retail industry along with staff leadership experience? We're seeking fast paced environment so we'll need your leadership skills and experience. What you'll be doing (and why small team so it's critical you have management experience and skills. Where you'll be doing it You'll be They work Monday to Friday, 8am to 5pm. What you'll need There are two possibilities with this role, we'll financial accounting / bookkeeping experience but in both possibilities you'll need to have managed staff and
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial
audit team in the field by being responsive to data needs in a timely manner. Be the internal liaison between and the internal audit team to facilitate data needs for the audit team. Assist in investigations and Work with internal auditors to understand data needs and brainstorm ways to perform audits more efficiently and visualisation tools. Qualifications and Experience: Btech in Info Systems or BCom in IT or Information years data analytics experience 2-3 years financial systems or system auditing experience from big 4 preferable
investment-related degree, gained some technical admin experience and now you want to get stuck into the real technical tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that client-centricity. What you'll need To succeed in this role, you need to have a completed degree in Investments year of working experience in the investment industry. You need to have gained experience working with KYC
investment-related degree, gained some technical admin experience and now you want to get stuck into the real technical tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that client-centricity. What you'll need To succeed in this role, you need to have a completed degree in Investments year of working experience in the investment industry. You need to have gained experience working with KYC