Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or be responsible for processing new business and general administration tasks. It includes ensuring compliance admin at an independent financial planning firm. Matric is a minimum requirement and you need to be fluent Afrikaans and English. What you'll get You'll get to work in an amazing environment with a culture like no do respond to everyone Just give us a few days to work through your application.
Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or be responsible for processing new business and general administration tasks. It includes ensuring compliance admin at an independent financial planning firm. Matric is a minimum requirement and you need to be fluent Afrikaans and English. What you'll get You'll get to work in an amazing environment with a culture like no do respond to everyone Just give us a few days to work through your application.
Collaboration is at the heart of what you do, working closely with the sales team and other departments department, from scheduling appointments to handling general tasks. Where you'll be doing it Our client's parent skills, both written and verbal, are essential. A Matric or equivalent is required, with additional education do respond to everyone Just give us a few days to work through your application. Please note: This position
Collaboration is at the heart of what you do, working closely with the sales team and other departments department, from scheduling appointments to handling general tasks. Where you'll be doing it Our client's parent skills, both written and verbal, are essential. A Matric or equivalent is required, with additional education do respond to everyone Just give us a few days to work through your application. Please note: This position
tech-savvy Analyst with a knack for equity research. Not only do you enjoy doing research, you also enjoy presenting research outcomes to the dynamic Investment team. Your work will contribute directly to the investment process boutique-like culture and work environment which has made them an incredible company to work for. You'll be based Cape Town CBD with a view of the harbour. A hybrid work option is also available once you have completed market knowledge is crucial, as will your ability to work independently within a structured framework. Our
tech-savvy Analyst with a knack for equity research. Not only do you enjoy doing research, you also enjoy presenting research outcomes to the dynamic Investment team. Your work will contribute directly to the investment process boutique-like culture and work environment which has made them an incredible company to work for. You'll be based Cape Town CBD with a view of the harbour. A hybrid work option is also available once you have completed market knowledge is crucial, as will your ability to work independently within a structured framework. Our
and support. You will need to have completed your Matric and a qualification/diploma in financial planning You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's financial financial planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan do respond to everyone Just give us a few days to work through your application.
and support. You will need to have completed your Matric and a qualification/diploma in financial planning You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's financial financial planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan do respond to everyone Just give us a few days to work through your application.
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients do and how they do it to ensure their clients get only the best possible service and results. What you'll minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in do respond to everyone Just give us a few days to work through your application.
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients do and how they do it to ensure their clients get only the best possible service and results. What you'll minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in do respond to everyone Just give us a few days to work through your application.