Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
with brokers and maintaining broker relationships Procurement of new business. Minimum Requirements: Short
with brokers and maintaining broker relationships Procurement of new business. Minimum Requirements: Short
with brokers and maintaining broker relationships Procurement of new business. Minimum Requirements: Short
with brokers and maintaining broker relationships Procurement of new business. Minimum Requirements: Short
review A completed BCom is required A strong academic record is required Candidate needs to be fluent CA(SA) Studying towards BCom (Honours) degree in Financial accounting or CTA Salary is market related - 12K
autonomous Namibian bank, providing superior financial services to individual and corporate clients as international banking services by liaising directly with financial centres and institutions worldwide is looking in line with the information classification requirements on a need-to-know basis Experience using programming
internal business reporting and controlling. Financial control over inventory and assets and monthly
y: R1,7 1,85 million
Requirements: