Interacting with various levels of management Salary: Market related Should you not hear from us within 2 weeks
Where you'll work Established in 1998, this is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client ser
Office suite and other training software/tools Market Related Salary
A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th
Interpersonal understanding, Problem solving, Networking. Market related.
practice, including compliance, revisions, and marketing opportunities. What you'll do Keeping of electronic including but not limited to compliance, revisions, marketing opportunities, etc What you'll need Matric with Own transport and cell phone is mandatory Salary Market related (neg based on experience)
practice, including compliance, revisions, and marketing opportunities. What you'll do Keeping of electronic including but not limited to compliance, revisions, marketing opportunities, etc What you'll need Matric with Own transport and cell phone is mandatory Salary Market related (neg based on experience)
Efficiency measures of a company in relation to the market, its peers and its history. Evaluate long term (newspapers/Bloomberg etc), Economic data released, Market update. Ensure that you are adequately prepared
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
This position is within the Retail Division of our client's business. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the cas