investment management business is looking for a financial planning administrator with 2 years experience to the required experience, please apply here Financial Planning Administration R18 000
KPI's as well as having oversight of the financial standing, planning, assessing, and guiding at board level
Performance Areas (Responsibilities): Perform Financial Planning and Analysis Month end Reporting Reviewing
Performance Areas (Responsibilities): Perform Financial Planning and Analysis Month end Reporting Review accounting
investment management business is looking for a financial planning administrator with 2 years experience to the required experience, please apply here Financial Planning Administration R18 000
Performance Areas (Responsibilities): Perform Financial Planning and Analysis Month end Reporting Reviewing
Performance Areas (Responsibilities): Perform Financial Planning and Analysis Month end Reporting Review accounting
KPI's as well as having oversight of the financial standing, planning, assessing, and guiding at board level
Description PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms. Duties would include: Provide administrative services to
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential