Keen to start growing in financial planning and move beyond the basic admin and support? Is this you You've kick started your career in financial planning and the part you enjoy most if the research and innovative firm that provides customised financial planning and investment services to retirement funds and inevitable. What you'll need This is financial planning so of course a completed CFP is first prize or towards your Postgraduate Diploma in Financial Planning and you need to have completed your RE 5. You
industry is currently looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville ethic. Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
process is to assess and analyse the current landscape and identify the opportunities for improvement need. Able to assist with project requirements planning. Applying and anticipating technical expertise
process is to assess and analyse the current landscape and identify the opportunities for improvement need. Able to assist with project requirements planning. Applying and anticipating technical expertise
finance team, you'll navigate complex financial landscapes with finesse, ensuring seamless communication
decision-making at all levels. Navigate the regulatory landscape: Manage quarterly and annual regulatory submissions
decision-making at all levels. Navigate the regulatory landscape: Manage quarterly and annual regulatory submissions
Your ability to navigate complex regulatory landscapes and deliver practical solutions will be essential
Your ability to navigate complex regulatory landscapes and deliver practical solutions will be essential
Accountant with the ability to navigate our accounting landscapes, ensure accuracy in financial documents, and