of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance and undertake the necessary research in order to provide ongoing feedback to the team. Preparation & a similar role Job technical Skills On the job training Please note: only shortlisted candidates will
of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance and undertake the necessary research in order to provide ongoing feedback to the team. Preparation & a similar role Job technical Skills On the job training Please note: only shortlisted candidates will
professional or just starting your career, our clients provide the support and resources you need to thrive in to clients' changing needs and circumstances. - Provide expert financial advice, retirement planning, estate referrals to your current clients, ringfencing them to a full range of independent medical aid, gap cover, and performance-linked earning potential. Best-in-class training and support from financial experts with a collective fees fully equipped back office with 100% admin Full support structure including admin support, paraplanners
invoices and preparing reconciliations (assisting with full function) Managing debtors, which includes processing invoices and monthly invoice recovery (assisting with full function) Assisting with limited-month processes activities Compiling payment lists and requisitions Providing limited assistance with income tax and VAT submissions
invoices and preparing reconciliations (assisting with full function) Managing debtors, which includes processing invoices and monthly invoice recovery (assisting with full function) Assisting with limited-month processes activities Compiling payment lists and requisitions Providing limited assistance with income tax and VAT submissions
Title: SAICA Trainee Location: Cape Town Job Type: Full-time, Internship Salary: Competitive Description: all tasks required to gain exposure to the SAICA Training Program and competency documentation. Plan, execute negotiable Family Leave (Maternity, Paternity) Training and Development Paid Time Off (PTO) (if applicable)
h, Cape Town
Permanent, Full-Time
Manufacturing existing accounts
(Excel / Word) Pastel training will be provided Caseware training will be provided Salary: R12000 - R16000
towards the highest standards of excellence and provide services and advise that is best suited to our conducts detailed financial needs analysis and provides professional advise. NO PREVIOUS INDUSTRY EXPERIENCE DRIVERS LICENCE OWN TRANSPORT A LAPTOP HOW ARE YOU TRAINED AND DEVELOPED ? ALL CANDIDATES GO THROUGH A STRUCTURED STRUCTURED, MENTORING PROCESS AND ONGOING TRAINING PROVIDED. Group Life Cover Income protector Funeral
towards the highest standards of excellence and provide services and advise that is best suited to our conducts detailed financial needs analysis and provides professional advise. NO PREVIOUS INDUSTRY EXPERIENCE DRIVERS LICENCE OWN TRANSPORT A LAPTOP HOW ARE YOU TRAINED AND DEVELOPED ? ALL CANDIDATES GO THROUGH A STRUCTURED STRUCTURED, MENTORING PROCESS AND ONGOING TRAINING PROVIDED. Group Life Cover Income protector Funeral