conservative culture? Is this you? You've gained experience in an admin support role where you've supported corporate and they have set ways in which things need to be done. You will get to work with “lekker” people it. What you'll need Experience is key as you need to hit the ground running so you need at least 3 years' years' experience working in a support role at an independent brokerage where you have supported Financial Financial Advisors. Experience gained on Elite Wealth is essential as well as Matric, RE 5 is highly advantageous
conservative culture? Is this you? You've gained experience in an admin support role where you've supported corporate and they have set ways in which things need to be done. You will get to work with “lekker” people it. What you'll need Experience is key as you need to hit the ground running so you need at least 3 years' years' experience working in a support role at an independent brokerage where you have supported Financial Financial Advisors. Experience gained on Elite Wealth is essential as well as Matric, RE 5 is highly advantageous
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
You'll support the Wealth Managers with financial needs analysis, client reviews and service calls, processing Cape Town and parking is provided. What you'll need You'll be working in a technical and regulated industry least 3 years of working experience where you have gained solid admin experience in financial planning/wealth planning/wealth management. You need to be well-spoken, professional, and confident in your abilities as you will
You'll support the Wealth Managers with financial needs analysis, client reviews and service calls, processing Cape Town and parking is provided. What you'll need You'll be working in a technical and regulated industry least 3 years of working experience where you have gained solid admin experience in financial planning/wealth planning/wealth management. You need to be well-spoken, professional, and confident in your abilities as you will
asset allocation reports, proposals, and financial needs analyses for both prospective and existing clients What you'll need To be successful in this role, you'll need to have at least 3 years' experience, working
asset allocation reports, proposals, and financial needs analyses for both prospective and existing clients What you'll need To be successful in this role, you'll need to have at least 3 years' experience, working
qualified Accountant looking to exercise your experience in investment administration, risk management What you'll need To excel in this role, you'll need a minimum of 4 years of experience as an Accountant services, ideally financial services and you will need a completed BCom or BTech in Accounting or Financial
industry trends, competitor activities, and client needs. Provide valuable insights to enhance our training present customised proposals to address client needs. Negotiate terms and close deals in a timely manner Matric Tertiary education will be beneficial. Experience in B2B sales in the Learning and Development/training