support role but the opportunities are endless. A market-related salary will be offered as well as annual performance
Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner , based Financial Planning Broad knowledge of global financial markets advantageous Knowledge and Skills: Detailed and verbal Salary: Market related ParaPlanner, "Financial Planning", "Global Financial Markets", FPI
advisors. With opportunities to attend industry-related workshops and seminars, you'll continuously enhance
completed degree in Accounting, Finance, Economics or related with an honours degree as a preference or CFA,
Follow up on and resolving transporter queries relating to invoices and pod's Maintains historical records
move into areas where your strengths lie. A market-related salary will be offered with annual performance
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 analysis that happens before you can advise a client. This is your chance to focus on just that
diploma in Commerce, Business Science, Finance or related with strong problem solving and quantitative underpinning administration of transactions in the unlisted/private markets sector Proven proficiency on MS Office Skills (Word legal administration and regulatory compliance related matters Support annual compliance rhythms and certifications Financial Services, MS Office, unlisted, private markets, RE5
managing timelines and identifying potential issues related to cash funding and/or transfers Establish servicing static information within internal systems in relation to client portfolios and internal funds Requirements: regulatory risks, AML regulations, market risk Understanding of Global Market Opening Process advantageous
preparation of accurate quarterly (pre fair market value and post fair market value) accounts (including capital