Our client, based in Greenpoint, Cape Town, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic, hardworking and motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint, Cape Town, whom are in the Financial Planning and Wealth
solutions, including investment management, wealth planning, and insurance services, tailored to meet the
solutions, including investment management, wealth planning, and insurance services, tailored to meet the
products
/>Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner.
Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner. Upload
Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner. Upload
Personal Assistant / Paraplanner required for a financial planning practice based in George / Cape Town (Belville)
Job Description:
This is a great opportunity to join a mature financial planning practice and to work in collaboratio
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand to grow your own brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while building trust and delivering top-notch client service to ultra-high
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate brand to grow your own brand? Is this you? You are an experienced Wealth Manager with a knack for hunting for new clients while building trust and delivering top-notch client service to ultra-high