some technical admin experience and now you want to get stuck into the real technical admin that makes the managing priorities efficiently is key and you enjoy working collaboratively with internal and external stakeholders execution of banking and investment transactions. From opening and closing accounts to collaborating with year of working experience in the investment industry. You need to have gained experience working with KYC competitive salary, you'll get to work two days a week in the comfort of your home. Our client offers a comprehensive
some technical admin experience and now you want to get stuck into the real technical admin that makes the managing priorities efficiently is key and you enjoy working collaboratively with internal and external stakeholders execution of banking and investment transactions. From opening and closing accounts to collaborating with year of working experience in the investment industry. You need to have gained experience working with KYC competitive salary, you'll get to work two days a week in the comfort of your home. Our client offers a comprehensive
built a solid foundation in terms of investment admin experience or investment client service and you're the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals Glacier, and Momentum. Monitoring business flows from various entities, including Unit Trusts, DFM, and at least 1-2 years' experience doing investment admin/processing or investment client service. Preference living in Cape Town. What you'll get You'll be working closely with the COO who is young and driven and
built a solid foundation in terms of investment admin experience or investment client service and you're the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals Glacier, and Momentum. Monitoring business flows from various entities, including Unit Trusts, DFM, and at least 1-2 years' experience doing investment admin/processing or investment client service. Preference living in Cape Town. What you'll get You'll be working closely with the COO who is young and driven and
as with clients and external business contacts. From identifying payment requirements to providing support who can offer exposure within the industry by working with the world's leading families and wealth creators you will also get the opportunity to work in the comfort of your home two days per week. How to apply For do respond to everyone Just give us a few days to work through your application.
role in supporting a financial planning practice. From conducting thorough financial needs analyses to strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in do respond to everyone Just give us a few days to work through your application.
role in supporting a financial planning practice. From conducting thorough financial needs analyses to strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in do respond to everyone Just give us a few days to work through your application.
clients. From constructing asset allocation reports to drafting records of advice documents, your work will designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth management competitive salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic do respond to everyone Just give us a few days to work through your application.
clients. From constructing asset allocation reports to drafting records of advice documents, your work will designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth management competitive salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic do respond to everyone Just give us a few days to work through your application.
compliance across various financial services providers. From acting as the FAIS Compliance Officer for local continuous improvement, they offer a supportive work environment where employees are empowered to thrive professional offices based in Cape Town CBD with a hybrid working model. What you'll need To qualify for this role skills, a proactive mindset, and the ability to work effectively in a team are essential for success do respond to everyone Just give us a few days to work through your application.