Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
Additionally, a client-centric mindset, excellent communication skills, and a strong ethical compass are crucial
decision-making processes. Conduct research and analysis on market trends, competitor performance, and industry benchmarks Excellent analytical, problem-solving, and communication skills Proficiency in Microsoft Excel and other
decision-making processes Conduct research and analysis on market trends, competitor performance, and industry benchmarks Excellent analytical, problem-solving, and communication skills Proficiency in Microsoft Excel and other
report back presentation generation and checking Communication with clients and responding to report queries interrogation and analysis. Develop an understanding of the market, risks, and tools as well as systems used. Aid data. Deals with large quantities of portfolio and market data. Understanding of portfolio and instrument Able to work under pressure and multi-task. Communicates clearly and politely, both verbally and in writing
accounting and related queries
ng understanding of financial instruments and markets
independently. Excellent verbal and written communication skills. Excellent analytic, numerical and problem-solving systems is vital (Xero is advantageous). Good communication skills and customer service orientated. Excellent
Reconciliations per supplier Processing of payments Communication of queries and matters which need to be escalated Capture Creditor's master data External/Internal communication while maintaining good relationships. Perform
Reconciliations per supplier Processing of payments Communication of queries and matters which need to be escalated Capture Creditor's master data External/Internal communication while maintaining good relationships. Perform