Financial Planning Jobs in South Africa
- Gauteng (698)
- Western Cape (277)
- Kwazulu Natal (143)
- Mpumalanga (39)
- Eastern Cape (37)
- Limpopo (31)
- Free State (27)
- North West (22)
- Northern Cape (12)
Headhunters
- Last 7 days (3)
Financial Planning Partner Assistant
Headhunters
East London
industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
share this job on whatsappFinancial Planning Partner Assistant
HeadhuntersHillcrest
Services industry is currently looking to employ Financial Planning Partner Assistant based in KZN (Gillitts) administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
Paraplanner
HeadhuntersHillcrest
Exposure to financial planning. Understanding of FAIS and FICA legislation Financial planning fundamentals Responsible for full data update on XPlan, post the financial planning process with the client. Complete data preparation data in the various company tools and CRM's. Financial Planning preparation & Client Reviews Complete necessary training on the Company's preferred financial planning tools. Pass competence assessment by Business Business Development Managers and Financial Planning Partner on planning tools. XPlan Wealth Maps (client
Paraplanner Hillcrest
HeadhuntersHillcrest
Exposure to financial planning. Understanding of FAIS and FICA legislation Financial planning fundamentals Responsible for full data update on XPlan, post the financial planning process with the client. Complete data preparation data in the various company tools and CRM's. Financial Planning preparation & Client Reviews Complete necessary training on the Company's preferred financial planning tools. Pass competence assessment by Business Business Development Managers and Financial Planning Partner on planning tools. XPlan Wealth Maps (client
Paraplanner
HeadhuntersCape Town City Centre
experience providing technical and administrative financial planning support to Advisers and senior management experience within a Financial Planning practice. Knowledge of Financial Planning principles including of the Financial Planning Industry, financial and insurance products, and financial planning concepts Experience in working with Elite Wealth's financial planning software would be an advantage, as well as 5 qualification or Relevant investment or financial planning degree or diploma. Valid driver's license
Paraplanner Cpt - Cbd
HeadhuntersCape Town City Centre
experience providing technical and administrative financial planning support to Advisers and senior management experience within a Financial Planning practice. Knowledge of Financial Planning principles including of the Financial Planning Industry, financial and insurance products, and financial planning concepts Experience in working with Elite Wealth's financial planning software would be an advantage, as well as 5 qualification or Relevant investment or financial planning degree or diploma. Valid driver's license
Financial Partner East London
HeadhuntersEast London
industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
Paraplanner East London
HeadhuntersEast London
education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA in the various advice tools and CRM's. 2. Financial Planning preparation & Client Reviews: XPlan Wealth Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager can Consultant to assist your Financial Planning Partner in the financial planning process and proposition Managers: Align with the Financial Planning Partner to ensure that the financial plan is integrated with the
Paraplanner
HeadhuntersEast London
education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA in the various advice tools and CRM's. 2. Financial Planning preparation & Client Reviews: XPlan Wealth Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager can Consultant to assist your Financial Planning Partner in the financial planning process and proposition Managers: Align with the Financial Planning Partner to ensure that the financial plan is integrated with the
Financial Partner Hillcrest
HeadhuntersHillcrest
Services industry is currently looking to employ Financial Planning Partner Assistant based in KZN (Gillitts) administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
Share on Facebook
Share on Twitter
Share on Linkedin