Reference: CPT007006-ST-1 LEGAL ADMINISTRATIVE ASSISTANT - WILLS AND ESTATES DEPARTMENT BBBEE CANDIDATES
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced technical support to Wealth Managers and preparing comprehensive proposals and financial needs analysis for clients trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need
Reference: CPT007006-ST-1 LEGAL ADMINISTRATIVE ASSISTANT - WILLS AND ESTATES DEPARTMENT BBBEE CANDIDATES
align with the organisation's strategy. You'll manage financial affairs, optimise investment initiatives, Africa to the communities that your organisation assists. The culture of the company is down to earth and Ideally we'd like someone with a Master's Degree in Management Sciences or a related field but we'll also consider accountability governance. You possess strong financial management skills, including budget preparation and adherence, and are adept at handling complex financial reports and mitigating risks. Your leadership
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced technical support to Wealth Managers and preparing comprehensive proposals and financial needs analysis for clients trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need
role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service it You'll be joining an esteemed independent financial planning practice, based in professional offices degree, ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it Candidates on track to complete their Certified Financial Planner® designation will be given preference
role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service it You'll be joining an esteemed independent financial planning practice, based in professional offices degree, ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it Candidates on track to complete their Certified Financial Planner® designation will be given preference
analysis which would be useful to the Portfolio Managers Client report back presentation generation and Understanding and regular monitoring of investment managers held in our products. Develop an understanding meaningful analysis and support to successfully manage a suit of portfolios. Providing portfolio analytics to discretionary managed clients. Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams. Understands the construction of client portfolios and
FICA Risk Management & Compliance programme.
incoming calls and respond to customer's emails. Management and resolve customer complaints. Identify and