doing it You'll be joining a small, innovative, independent firm that provides customized financial planning Financial Planner doing the technical admin at an independent financial planning firm. Matric is a minimum support role but the opportunities are endless. A market-related salary will be offered as well as annual
You've built your foundation in terms of studying financial planning and you're ready to put this knowledge to practice as a Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client service. You enjoy being in a supportive role, handling all the technica
My client who is a leader in the Wealth industry is seeking a Compliance Officer to join their team to oversee the Group Compliance requirements implementing and monitoring procedures. Do you have your RE5 and RE1? In this role, you are to ensure that the organization adheres to all relevant regulat
in finance, Accounting, Economics, or a related field Proven experience in financial planning and analysis a clear and concise manner Ability to work independently and collaboratively in a fast-paced environment
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
you'll be doing it You'll be joining an esteemed independent financial planning practice, based in professional admin support/Paraplanner role working for an independent brokerage. You also need to have a completed
My client, a leader in the Wealth industry is seeking a Compliance Administrator to mitigate risk for the company by ensuring that advisors are providing suitable advice to clients, according to client needs and risk appetite; ensuring that all advisors are Fit and Proper, and relevant documentation
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
service the clients. What you'll get You'll get a market related salary and you will get to join a team
Finance, or related field. 3-5 years of experience in cost accounting or related field. Proficiency in accounting and problem-solving skills. Ability to work independently and as part of a team. Attention to detail and