Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize always expected and required. Time management: ability to manage time and tasks to ensure deadlines are administrative processes and controls in the Financial Planning practice(s) (including all transactions
Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize always expected and required. Time management: ability to manage time and tasks to ensure deadlines are administrative processes and controls in the Financial Planning practice(s) (including all transactions
Reference: PE002391-RW-1 Our client in the Financial Services industry, based in East London, is seeking you. Requirements: 4-5 years' experience in the financial services industry. Relevant tertiary education education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA legislation Responsibilities, but not limited to: 1. Client Data Management: Responsible for client data recording on the client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews: XPlan
accounting, or sales analytic roles. Proficiency in financial software and systems, such as ERP systems (e.g Oracle Dynamic 365), Microsoft Excel, and database management tools. Detail-oriented with a commitment to accuracy
accounting, or sales analytic roles. Proficiency in financial software and systems, such as ERP systems (e.g Oracle Dynamic 365), Microsoft Excel, and database management tools. Detail-oriented with a commitment to accuracy
Responsibilities, but not limited to: Diary management for senior sales team. Flight and accommodation