communication with clients Develop comprehensive financial plans tailored to individual client Provide advice on on investment strategies, retirement planning, estate planning, and tax optimization Stay informed about Education in Finance related field Non-Negotiable (NQF5: Wealth Management/ Bcom) RE5 Non-Negotiable Relevant Class place Fit and Proper Minimum 3 Years in Financial Planning Role Excellent command of Microsoft Excel or related
with clients
Develop comprehensive financial plans tailored to individual client
Provide advice on investment strategies, retirement planning, estate planning, and tax optimization Stay informed about in Finance related field Non-Negotiable! (NQF5: Wealth Management/ Bcom) RE5 Non-Negotiable< Minimum 3 Years in Financial Planning Role Excellent command of Microsoft Excel or related
communication with clients Develop comprehensive financial plans tailored to individual client Provide advice on on investment strategies, retirement planning, estate planning, and tax optimization Stay informed about Education in Finance related field Non-Negotiable (NQF5: Wealth Management/ Bcom) RE5 Non-Negotiable Relevant Class place Fit and Proper Minimum 3 Years in Financial Planning Role Excellent command of Microsoft Excel or related
the customer service area we focus in, such as Wealth portfolio's, short term insurance, Financial, and
the customer service area we focus in, such as Wealth portfolio's, short term insurance, Financial, and
Administrator assisting a busy team and office
Duties:
successful candidate will be responsible for assisting in the process of securing and maintaining company Negotiating and drafting of all types of contracts. Assist with and manager relevant disputes. Manage subcontractors identify and handle contractual and legal issues; Assist Functional Manager to liaise with external legal contractual entitlements and claims opportunities; Assist with and manage disputes'; Ensure relevant insurance will be filled inline with our Employment Equity Plan Disclaimer The Recruiter may amend, delete or expire
Performance Areas include:
calculations Perform general accounting functions Assist managers with various client matters, including in Accounting or Finance Currently enrolled or planning to enrol in the SAICA Training Programme Proficiency