recommendations. Compile a financial needs analysis and retirement needs analysis based on Wealth Manager PowerPoint, Outlook, Sharepoint), XPlan (advantageous) We need someone who is hardworking, deadline dirven, can
recommendations. Compile a financial needs analysis and retirement needs analysis based on Wealth Manager PowerPoint, Outlook, Sharepoint), XPlan (advantageous) We need someone who is hardworking, deadline dirven, can
junior staff, providing guidance and feedback as needed Identify opportunities to improve client's internal unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and
in Cape Town CBD. What you'll need To be successful in this role, you need to have a completed degree in
multiple entities within a company portfolio. You would need to have completed articles and be SAIPA qualified Responsible for both routine tasks and ad-hoc duties as needed Requirements: BCom in Accounting SAIPA articled
within existing accounts
eye for detail and accuracy Ability to anticipate needs and solve problems proactively Efficient time management attitude with a willingness to assist team members as needed
according to their specific lifestyles and financial needs Meet with clients to form a financial outlook including go-getter who can take the initiative and does not need their hand held You are a self-starter, with high the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals
our clients provide the support and resources you need to thrive in the wealth management industry, and meet potential clients to analyze their financial needs. - Design personalized strategies and recommend risk analysis and respond to clients' changing needs and circumstances. - Provide expert financial advice our clients provide the support and resources you need to thrive in the wealth management industry, and meet potential clients to analyze their financial needs. - Design personalized strategies and recommend
understanding of the Telecoms industry. You also need to have strong work ethic, time management and be