To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility with technical issues and undertake the necessary research in order to provide ongoing feedback to the team flow forecast Compile draft net worth statement: income and expenditure statements and financial cash flow planning Carry out technical calculations Undertake research both independently and with FP to identify suitable communicate with others in English (written and spoken) Work Experience 1 to 2 years of experience in a similar
client's business. The job requires the candidate to work actively within a team but also independently. The responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure self-disciplined, and enjoy working in a team environment. Responsibilities § Processing of incoming instructions in (investors, advisors, employers) § Validating all incoming instructions with regards to: o Various legislative all incoming work is captured within required turnaround times and before relevant cut off times. . §
Investments Manager Job location: Cape Town Remuneration: market related Qualifications • Minimum requirement of compliant representative or work towards obtaining that status Purpose of job • Work in collaboration with alongside the portfolio managers and investment research teams • Understands the construction of client Managers instructions are executed accurately and in a timely manner • Analyse and monitor the exposures and Provide support to the Portfolio Management team • Generation, interpretation and analysis of various analysis
compliance with company policies and procedures. Salary: Market-Related Medical aid Provident fund Risk-benefit analytical and problem-solving abilities. Ability to work independently and as part of a team. Responsibilities: invoices, purchase orders, and expense reports in a timely and accurate manner. Reconcile vendor statements not been contacted within 14 days, please consider your application unsuccessful.
Newly qualified Chartered Accountants sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance roles. Strong academic profile and top ratings gained from a Big 4 accounting firm. Keen interest in the investment space required and articles covering Fina
Are you a seasoned professional in funeral, credit life, group life, disability, medical insurance, and employee benefit products? We have a great opportunity with a growing insurer. You must have a minimum of 5 years' experience in the insurance sales field, a relevant degree and insurance regulato
in our processes. The Compliance Team Leader will work closely with the Chief Operation Officer and the the Compliance Specialist team. 20-30% of time spent on Supporting the Compliance Specialist team on day-to-day Contracts (SOW and Master Agreements) Coordinate and work with Management on Monthly Compliance. LLB and admitted
while providing financial planning advice. To generate leads, set up appointments, meet clients and close To assist with ad hoc marketing drives in your region. To effectively service your clients that may be required Flexibility is required as clients from time to time request consultations outside of normal office
liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios exceptions noted by the system daily. Daily financial market report Communicate effectively with the Investment (newspapers/Bloomberg etc), Economic data released and Market updates) Make detailed recommendations on each Xamin, Inet, Statpro, Bloomberg, Thompson Reuters) Generate investment ideas, make recommendations based on adequate due diligence and motivate why further research should be conducted if necessary. Ensure that
compliance reporting, including adhoc review and analysis work by the Risk and Compliance Committee. The role is part of their completed degree, or where previous working experience includes completed accounting or auditing