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- Ysterplaat (11)
Compliance Administrator
Ysterplaat
Market related that advisors are providing suitable advice to clients, according to client needs and risk appetite; Fund Selection and Withdrawal cases to various providers
share this job on whatsappCompliance Administrator Ysterplaat
Ca Financial AppointmentsYsterplaat
that advisors are providing suitable advice to clients, according to client needs and risk appetite; Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
Compliance Administrator Market Related
Ca Financial AppointmentsYsterplaat
that advisors are providing suitable advice to clients, according to client needs and risk appetite; Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
Compliance Officer
Ysterplaat
Market related identify and address potential compliance issues, providing guidance to the leadership team to maintain a collaborate with various departments to educate and train employees on compliance requirements. Your commitment Fund Selection and Withdrawal cases to various providers
Compliance Officer Market Related
Ca Financial AppointmentsYsterplaat
identify and address potential compliance issues, providing guidance to the leadership team to maintain a collaborate with various departments to educate and train employees on compliance requirements. Your commitment Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn contracts including terms of business with various providers Ongoing compliance monitoring and onboarding checks
Compliance Officer Ysterplaat
Ca Financial AppointmentsYsterplaat
identify and address potential compliance issues, providing guidance to the leadership team to maintain a collaborate with various departments to educate and train employees on compliance requirements. Your commitment Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn contracts including terms of business with various providers Ongoing compliance monitoring and onboarding checks
Fp&a Analyst
Ysterplaat
Market related stakeholders
Fp&a Analyst Ysterplaat
Ca Financial AppointmentsYsterplaat
stakeholders Support strategic planning initiatives by providing financial insights and recommendations Partner leadership team to understand their financial needs and provide support in budgeting and forecasting processes Accounting, Economics, or a related field Proven experience in financial planning and analysis, preferably
Fp&a Analyst Market Related
Ca Financial AppointmentsYsterplaat
stakeholders Support strategic planning initiatives by providing financial insights and recommendations Partner leadership team to understand their financial needs and provide support in budgeting and forecasting processes Accounting, Economics, or a related field Proven experience in financial planning and analysis, preferably
Financial Accountant Ysterplaat
Ca Financial AppointmentsYsterplaat
practices Assist Senior Accountant and CFO where needed Requirements: BCom Accounting, Diploma in Finance/ articles SAIPA or SAICA are highly advantageous Experience in retail industry will be beneficial Working
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