Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what for What you'll be doing (and why you'll enjoy it) You will support a small team of Financial Planners with insurance companies, investment platforms and clients. You will also aid the Financial Planners with processing investments, risk, medical aid, trusts and estates. You will also monitor all activities relating to clients
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what for What you'll be doing (and why you'll enjoy it) You will support a small team of Financial Planners with insurance companies, investment platforms and clients. You will also aid the Financial Planners with processing investments, risk, medical aid, trusts and estates. You will also monitor all activities relating to clients
client relationships is what you thrive in. Is this you? Not only do you have extensive technical investments investments experience, you are also brilliant at building and maintaining client relationships and this this combination of skills and expertise allows you to grow and protect your clients' wealth, just what What you'll be doing (and why you'll enjoy it) You will have the opportunity to manage and grow an existing and local multi-asset portfolios of these clients. You will work closely with the investment management
client relationships is what you thrive in. Is this you? Not only do you have extensive technical investments investments experience, you are also brilliant at building and maintaining client relationships and this this combination of skills and expertise allows you to grow and protect your clients' wealth, just what What you'll be doing (and why you'll enjoy it) You will have the opportunity to manage and grow an existing and local multi-asset portfolios of these clients. You will work closely with the investment management
What you'll be doing if you get the job: You'll have to keep your finger on the pulse of our internal and build relationships with our Doctor's room. You will need to be creative in finding alternative ways of getting what we need from stakeholders. Who'll you report to: You'll be based at our Client Operations Your qualifications: • You must have passed grade 12. Your experience: • You must have exceptional telephone traits: • You are organised and have administrative skills • You are quality driven • You have the ability
What you'll be doing if you get the job: You'll have to keep your finger on the pulse of our internal and build relationships with our Doctor's room. You will need to be creative in finding alternative ways of getting what we need from stakeholders. Who'll you report to: You'll be based at our Client Operations Your qualifications: • You must have passed grade 12. Your experience: • You must have exceptional telephone traits: • You are organised and have administrative skills • You are quality driven • You have the ability
a Senior Accountant to join their growing team. You will be responsible for GL integrity, Balance Sheet This role will be challenge you and require you to think outside the box. If you would like to take the next Apply now You will be responsible for full Management reporting, inclucing I/S and B/S. If you have inventory
camps, and you will be expected to carry out the full debtors' function for each camp. You will be required process term and non-term intercompany debtors. You will also be expected to post deposits and manage manage the cashbook of the company. Additionally, you will also conduct credit control functions such as reviewing obtaining an action plan to collect money timeously. You are required to work closely with the supervisor role as you will be doing manual reconciliations. You must also have forex experience as you will be
About You:
Do you make all the magic happen in the background when it comes to Financial Planning? Is this you? If If you said yes and you know what it takes to support and empower a Wealth Manager into making a success then we need you. You've got the admin skills with a can-do attitude and on top of this, you are passionate What you'll be doing (and why you'll enjoy it) You will support established Wealth Managers with all potential to become more technical as you develop in the role. And if you are studying financial planning there