Durbanville. What you'll need You need to have gained at least 2 years of experience in financial planning the relevant administration and support. You will need to have completed your Matric and a qualification/diploma planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or or Elite Wealth's financial planning software. Experience working with at least 2 of the following platforms Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
Durbanville. What you'll need You need to have gained at least 2 years of experience in financial planning the relevant administration and support. You will need to have completed your Matric and a qualification/diploma planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or or Elite Wealth's financial planning software. Experience working with at least 2 of the following platforms Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation directly contribute to enhancing the overall client experience and driving business growth. With constant innovation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation directly contribute to enhancing the overall client experience and driving business growth. With constant innovation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial
a detailed Administrator, you've gained some experience within the FAIS compliance environment and you're provided. What you'll need To excel in this role, you'll need at least 1 years of experience in an administrative preferably in an FAIS compliance environment. You'll need to have a tertiary qualification in risk, legal
a detailed Administrator, you've gained some experience within the FAIS compliance environment and you're provided. What you'll need To excel in this role, you'll need at least 1 years of experience in an administrative preferably in an FAIS compliance environment. You'll need to have a tertiary qualification in risk, legal
work are celebrated. What you'll need To succeed in this role, you need be a CA(SA) coupled with at least least 2 years of operations experience gained in the investment industry. Your strong attention to detail Excel and experience with reconciliations and cash management will set you apart. While experience in a programming
will be valued. What you'll need To be successful in this role, you will need a minimum of a matric with with 2 years workforce planning experience). You should have a structured and goal-oriented approach to