EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency investor instructions to outsourced administrator Degree in Banking, Finance, Investments or Insurance or related field Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money
EXPERIENCE IN THE FINANCIAL SERVICES SECTOR IS ESSENTIAL Conduct AML Operations Handle transfer agency investor instructions to outsourced administrator Degree in Banking, Finance, Investments or Insurance or related field Min 3 years in a similar role in the financial services industry Strong understanding of Anti-Money
would suit someone with a strong passion for Financial Planning and will assisting in maintaining and Manager instruction and recommendations. Compile a financial needs analysis and retirement needs analysis based instructions. Essential requirements: Commerce or financial degree from a reputable tertiary institution Experience and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous) experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
would suit someone with a strong passion for Financial Planning and will assisting in maintaining and Manager instruction and recommendations. Compile a financial needs analysis and retirement needs analysis based instructions. Essential requirements: Commerce or financial degree from a reputable tertiary institution Experience and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous) experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative
Valid driver's license and own transport Accounting degree SAIPA accredited Ability to communicate effectively
monitoring and maximizing customer experience . Degree/Diploma / Certificate in digital marketing Basic
monitoring and maximizing customer experience . Degree/Diploma / Certificate in digital marketing Basic