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
My client is seeking a highly motivated and detail-oriented FP&A Analyst to join their finance team based in Cape Town. The ideal individual will have a solid foundation in financial analysis, budgeting, and forecasting, coupled with excellent communication skills to effectively collaborate with
to have a completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll
completed tertiary degree, ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving
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
or at least studying towards your Postgraduate Diploma in Financial Planning and you need to have completed
have completed your Matric and a qualification/diploma in financial planning is highly advantageous. You service the clients. What you'll get You'll get a market related salary and you will get to join a team
Provide professional, consistent, end-to-end corporate and administration services to an allocated. portfolio of clients, in a multi-skilled team – maintaining strong relationships with key individuals to enhance, retain and grow our business. The position is based in Bellville. Take full ownershi