Keen to start growing in financial planning and move beyond the basic admin and support? Is this you You've kick started your career in financial planning and the part you enjoy most if the research and innovative firm that provides customised financial planning and investment services to retirement funds and inevitable. What you'll need This is financial planning so of course a completed CFP is first prize or towards your Postgraduate Diploma in Financial Planning and you need to have completed your RE 5. You
industry is currently looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville ethic. Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
credit strategies together Skills: Planning and Organising Action Planning Data Collection and Analysis Verbal Conceptual design of modelling approaches and model architectures including model principle, quantitative methods
Your ability to navigate complex regulatory landscapes and deliver practical solutions will be essential
Your ability to navigate complex regulatory landscapes and deliver practical solutions will be essential
Accountant with the ability to navigate our accounting landscapes, ensure accuracy in financial documents, and
acquisition and modelling, data structures and architecture. 3-5 years financial systems or system auditing
informed decisions in today's complex business landscape. Role Responsibilities: Collaborate with senior
informed decisions in today's complex business landscape. Role Responsibilities: Collaborate with senior
providing technical and administrative financial planning support to Advisers and senior management at established experience within a Financial Planning practice. Knowledge of Financial Planning principles including Estate Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products and services offered the Financial Planning Industry, financial and insurance products, and financial planning concepts, as Experience in working with Elite Wealth's financial planning software would be an advantage, as well as NinetyOne