into making a success of their business, then we need you. You've got the admin skills with a can-do attitude Managers with all the technical administration that needs to be done to help them prepare for client meetings professional offices in Tygervalley, Bellville. What you'll need Yes you'll be an all-rounder and you'll be supporting business but this is a technical industry so you need to have gained experience in financial planning
you'll need Experience is key, you need to have gained at least 2 years of experience assisting a Wealth planning firm. Matric is a minimum requirement and you need to be fluent in Afrikaans and English. What you'll
you'll need Experience is key, you need to have gained at least 2 years of experience assisting a Wealth planning firm. Matric is a minimum requirement and you need to be fluent in Afrikaans and English. What you'll
We're looking for a detail-oriented Financial Assistant who is deadline-driven and capable of handling doing (and why you'll enjoy it) As a Financial Assistant, you will play a critical role in maintaining Monday to Friday, 8am to 5pm. What you'll need You will need a background in finance, including a minimum transportation to Cape Town CBD. What you'll get There is a basic salary plus contribution to medical aid, pension
growing in financial planning and move beyond the basic admin and support? Is this you? You've kick started without the client consultation side of things so no need for you to find clients, do sales or chase targets responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining a small and where career growth is inevitable. What you'll need This is financial planning so of course a completed
growing in financial planning and move beyond the basic admin and support? Is this you? You've kick started without the client consultation side of things so no need for you to find clients, do sales or chase targets responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining a small and where career growth is inevitable. What you'll need This is financial planning so of course a completed
you'll be doing (and why you'll enjoy it) You will assist in reviewing management accounts to ensure accuracy They work Monday to Friday, 8am to 5pm. What you'll need There are two possibilities with this role, we'll completed your SAIPA articles. Either way, you'll need a clear understanding of accounting principles and Cape Town CBD offices. What you'll get There is a basic salary plus contribution to medical aid, pension
a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial Your days will be filled with conducting financial needs analysis, ensuring compliance with industry regulations Durbanville, Cape Town. What you'll need To excel in this role, you'll need a completed Finance degree as well in the process to qualifying as a CFP. You also need to have gained a minimum of one year of experience regulatory requirements are essential. Additionally, you need to be fluent in English and Afrikaans and have your
a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial Your days will be filled with conducting financial needs analysis, ensuring compliance with industry regulations Durbanville, Cape Town. What you'll need To excel in this role, you'll need a completed Finance degree as well in the process to qualifying as a CFP. You also need to have gained a minimum of one year of experience regulatory requirements are essential. Additionally, you need to be fluent in English and Afrikaans and have your
compliance team. Your responsibilities will include assisting in the preparation of compliance documents, maintaining parking is provided. What you'll need To excel in this role, you'll need at least 2 years of experience preferably in an FAIS compliance environment. You'll need to have a tertiary qualification in risk, legal