paraplanner to assist with all wealth management planning and advice related activities on an initial and experience in the financial planning industry, Proficiency in financial planning software and analysis tools tools, Advanced Excel skills and proficiency in MS Office, Outlook and Internet, Ability to work under pressure
paraplanner to assist with all wealth management planning and advice related activities on an initial and experience in the financial planning industry, Proficiency in financial planning software and analysis tools tools, Advanced Excel skills and proficiency in MS Office, Outlook and Internet, Ability to work under pressure
to complete projects by performing project and office administration tasks, which typically include data collection, report creation, research, business plan conceptualization, BEE verification, cashflows and demonstrate high competence in using Microsoft Office tools, Pastel and work well under pressure to meet
both remotely and on-site. • Perform regular maintenance, updates, and backups for client systems. • Assist switches, and firewalls. • Proficiency in managing Office 365 and other cloud-based services. • Hands-on
clients and setting up meetings, either within an office environment or in clients' homes or business premises future aims Analysing information and preparing plans best suited to individual clients' requirements undoubtedly one of the most exciting financial planning opportunities currently, so if you are looking
clients and setting up meetings, either within an office environment or in clients' homes or business premises future aims Analysing information and preparing plans best suited to individual clients' requirements undoubtedly one of the most exciting financial planning opportunities currently, so if you are looking
encompassing income and expenses, within the area office, ensuring financial stability and adherence to end-to-end property investment process within the area office, with a specific focus on deal sourcing, due diligence Influencing. Presenting and Communicating Information. Planning and Organising. Delivering Results and Meeting
candidate will possess strong administrative and office management skills, enabling them to effectively General administration Manage and coordinate all office functions and processes Report directly to the abilities Negotiable salary (based on experience) Office management (advantageous) Bachelors degree (advantageous)
candidate will possess strong administrative and office management skills, enabling them to effectively General administration Manage and coordinate all office functions and processes Report directly to the abilities Negotiable salary (based on experience) Office management (advantageous) Bachelors degree (advantageous)
recommending, and implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when paid to qualifying advisers of up to R75k Upmarket office space and facilities provided at no cost Full access