a Paraplanner, you'll play a pivotal role in supporting a financial planning practice. From conducting blend of administrative tasks and client interactions, all within a collaborative and supportive team environment minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent brokerage
someone with a strong work ethic, a knack for administration, and a commitment to professional ethics and assessments, prepare disputes or appeals, and upload supporting documents to SARS. Your role will also involve certificates, assist with client queries, and support directors, managers, and clerks with tax-related an inclusive culture that rewards learning and supports professional growth. Based in Randburg, you'll
Have you started your career in investment administration and keen to get more involved in operations
will play a crucial role in providing technical support to Wealth Managers and preparing comprehensive opportunity to work with industry leaders in a supportive and dynamic environment. Our client offers a
will play a crucial role in providing technical support to Wealth Managers and preparing comprehensive opportunity to work with industry leaders in a supportive and dynamic environment. Our client offers a
tax computations, and ensuring all documentation supports tax declarations and annual financial statements an inclusive culture that rewards learning and supports professional growth. Based in Randburg, you'll
identifying payment requirements to providing support for investment reporting and client meetings, your
identifying payment requirements to providing support for investment reporting and client meetings, your
entities across many jurisdictions with a local team supporting you but perhaps in the future a global team.
engaging in various financial operations that support our business's strategic objectives. This position