to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
investment platforms and clients. You will also aid the Financial Planners with processing new business and existing business like investments, risk, medical aid, trusts and estates. You will also monitor all
investment platforms and clients. You will also aid the Financial Planners with processing new business and existing business like investments, risk, medical aid, trusts and estates. You will also monitor all
you'll be doing (and why you'll enjoy it) You will assist in reviewing management accounts to ensure accuracy There is a basic salary plus contribution to medical aid, pension and a bonus in December. This is a large
Africa to the communities that your organisation assists. The culture of the company is down to earth and the community. The role offers contribution to medical aid, retirement fund with risk benefits and performance
opportunities, both nationally and internationally, medical aid and provident fund benefits and the ability to
large datasets, generating insights and reports to aid investment decision-making. You will get to use your and maintain data pipelines and automation tools, assist with database management, and monitor performance
package where you are able to contribute to your own Medical and retirement allocations. A guaranteed annual
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial