Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
Identify deviations to policies & procedures and implement improved control environment. • Test accuracy in place for all relevant projects. • Post implementation of projects. • Providing necessary information will receive preference. • Attention to detail. • Planner and organiser. • Great communication skills
Plan/ Strategy
a Client Wealth Manager, Financial Advisor or Planner
you will overall be responsible for the implementation of relevant legislation regulations and to drive experience working with Financial Advisers / Financial Planners • Computer literate in MS Office R850 000 PA ctc
you will overall be responsible for the implementation of relevant legislation regulations and to drive experience working with Financial Advisers / Financial Planners • Computer literate in MS Office R850 000 PA ctc
Compliance. You will overall be responsible for the implementation of relevant legislation regulations and to experience working with Financial Advisers / Financial Planners
Please
Compliance. You will overall be responsible for the implementation of relevant legislation regulations and to experience working with Financial Advisers / Financial Planners Computer literate in MS Office Please note if
Compliance. You will overall be responsible for the implementation of relevant legislation regulations and to experience working with Financial Advisers / Financial Planners Computer literate in MS Office Please note if
Distribution, you will overall be responsible for the implementation of relevant legislation regulations and to experience working with Financial Advisers / Financial Planners Computer literate in MS Office Competencies required: