a detailed Administrator, you've gained some experience within the FAIS compliance environment and you're compliance team. Your responsibilities will include assisting in the preparation of compliance documents, maintaining in this role, you'll need at least 2 years of experience in an administrative role, preferably in an FAIS
a detailed Administrator, you've gained some experience within the FAIS compliance environment and you're compliance team. Your responsibilities will include assisting in the preparation of compliance documents, maintaining in this role, you'll need at least 2 years of experience in an administrative role, preferably in an FAIS
prospective and existing clients. You will be assisting in the development of wealth management products this role, you'll need to have at least 3 years' experience, working as a Paraplanner within wealth management
prospective and existing clients. You will be assisting in the development of wealth management products this role, you'll need to have at least 3 years' experience, working as a Paraplanner within wealth management
clients, acquirers or investors
prospective clients, acquirers or investors Prepare and assist with valuation reports and analysis, applying industry finance or FP&A Advanced Excel skills with experience in financial forecasting and modelling Articulate
Financial Accounting experience - Payments, Recons, ledgers etc. Any experience with property would be
least 3 years of working experience where you have gained solid admin experience in financial planning/wealth
least 3 years of working experience where you have gained solid admin experience in financial planning/wealth
directly contribute to enhancing the overall client experience and driving business growth. With constant innovation You'll also need at least 3 years of working experience as a Paraplanner within wealth management. Strong