support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial proposition to clients. Be present in all compliance officer meetings with your Financial Planner. Address all all remedial actions from the compliance officer timeously Operational support for Portfolio Managers knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial proposition to clients. Be present in all compliance officer meetings with your Financial Planner. Address all all remedial actions from the compliance officer timeously Operational support for Portfolio Managers knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial
to clients.
Be present in all compliance officer meetings with your Financial Planner.
Address
/>Address all remedial actions from the compliance officer timeously
Operational support
/>Competencies
Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
contact: Lorrain Ngwenya on 012 348 4940 Recruitment Consultant: CA(SA),CIMA & General Finance R 1000000
contact: Lorrain Ngwenya on 012 348 4940 Recruitment Consultant: CA(SA),CIMA & General Finance R 1000000
information contact: Rochelle Jansen Recruitment Consultant R 900000 - R 1000000 - Annually
information contact: Rochelle Jansen Recruitment Consultant R 900000 - R 1000000 - Annually
reasonable travelling distance of Kloof as this is an office based position. Xero accounting software certification
regulatory requirements. Key Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs
regulatory requirements. Key Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs