Retail Division of our client's business. The job requires the candidate to work actively within a team but instructions with regards to: o Various legislative requirements relating to all applicable products o Completeness o Proof of payment or money transfer o FICA requirements complied with (where relevant) § Ensuring all all incoming work is captured within required turnaround times and before relevant cut off times. . § may be required from time to time. Requirements § Relevant experience – Relevant Business Degree and/or
related Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised • B qualifications depending on experience and evidence of quantitative abilities. Experience • 3 to 5 years of relevant relevant experience in investments • Will be required to be a FAIS compliant representative or work towards back presentation generation and checking • Communication with clients and responding to report queries statistics Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised • B
Assist with HR REQUIREMENTS Grade 12 / Senior Certificate Min 3 years' Admin experience Proficient in and Pastel Excellent English & Afrikaans communication skills are essential Candidate must be well and be able to function well under pressure. Must have own reliable transport with a valid driver's licence
related Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised • B qualifications depending on experience and evidence of quantitative abilities. Experience • 3 to 5 years of relevant relevant experience as an Investment Analyst within an Asset Manager • Will be required to be a FAIS compliant back presentation generation and checking • Communication with clients and responding to report queries statistics Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised • B
As specialist in our fields with extensive experience in placing niche and specialized roles both Nationally Umbrella Funds, Investment and CATIII experience with extensive experience to effectively and proactively assist responsibility to comply with all the regulatory requirements and minimize the compliance risks identified stakeholder. In addition to the above, the role also requires engagement with the regulatory bodies from time compliance requirements, implementation of systems, procedures, policies and training requirements Compliance
organisation. This is a dynamic and demanding role requiring a highly organised, detail-oriented, and proactive marketing, and finance What you'll need Bachelor's degree in Business Administration, Finance, or a related related field preferred Minimum 5 years of experience in operational management, preferably in financial financial services or similar industry Experience in collections and or debtor management Strong understanding ability to lead and motivate a team Exceptional communication and interpersonal skills Proficient in MS Office
opportunities and meet agreed income targets Facilitate requirements between clients and product/service providers instructions Complete Client Advice Record Bachelor's Degree in Financial Planning or similar 5-10 years in work smartly Team player R20 000 Basic (based on experience) Commission
Town . Please see below for further details: Requirements: Matric Certificate Able to work on Microsoft utilizing VLOOKUP functions for data retrieval Communicating with clients Taking initiative to identify and
(SA) with at least 2 years post articles with experience in dealing with reporting and transactions in in multiple currencies. Manufacturing experience is preferred but not essential.
accounting firm. Keen interest in the investment space required and articles covering Financial Services preferred