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Accounting / Finance
- The Talent Experts
Junior Paraplanner Market-related
The Talent Experts
Claremont
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial services sector. Our client offers comprehensive training and development programs to help you enhance your
share this job on whatsappJunior Paraplanner Claremont
The Talent ExpertsClaremont
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial services sector. Our client offers comprehensive training and development programs to help you enhance your
Junior Advisor Assistant Market-related
The Talent ExpertsDurbanville
they are well-established and thriving. They provide customised financial planning services to their Durbanville. What you'll need You need to have gained at least 2 years of experience in financial planning the relevant administration and support. You will need to have completed your Matric and a qualification/diploma planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or or Elite Wealth's financial planning software. Experience working with at least 2 of the following platforms
Junior Assistant Durbanville
The Talent ExpertsDurbanville
they are well-established and thriving. They provide customised financial planning services to their Durbanville. What you'll need You need to have gained at least 2 years of experience in financial planning the relevant administration and support. You will need to have completed your Matric and a qualification/diploma planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or or Elite Wealth's financial planning software. Experience working with at least 2 of the following platforms
Investment Risk And Compliance Associate Market-related
The Talent ExpertsCape Town Region
else does too? Is this you? You've gained solid experience in compliance and have a passion for regulatory compliance across various financial services providers. From acting as the FAIS Compliance Officer for opportunity to collaborate with key stakeholders, provide strategic guidance, and drive initiatives to enhance hybrid working model. What you'll need To qualify for this role, you need to be a FAIS-approved Compliance of experience in compliance, risk, or legal roles within the financial services sector. You need to have
Risk Associate Cape Town
The Talent ExpertsCape Town Region
else does too? Is this you? You've gained solid experience in compliance and have a passion for regulatory compliance across various financial services providers. From acting as the FAIS Compliance Officer for opportunity to collaborate with key stakeholders, provide strategic guidance, and drive initiatives to enhance hybrid working model. What you'll need To qualify for this role, you need to be a FAIS-approved Compliance of experience in compliance, risk, or legal roles within the financial services sector. You need to have
Certified Financial Planner Claremont
The Talent ExpertsClaremont
In this role, you will play a crucial role in providing technical support to Wealth Managers and preparing preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation directly contribute to enhancing the overall client experience and driving business growth. With constant innovation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth
Paraplanner (cfp) Market-related
The Talent ExpertsClaremont
In this role, you will play a crucial role in providing technical support to Wealth Managers and preparing preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation directly contribute to enhancing the overall client experience and driving business growth. With constant innovation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth
Client Accountant Cape Town
The Talent ExpertsCape Town Region
you're SAIPA/ SAICA articles and you've gained experience in financial services or audited financial services contacts. From identifying payment requirements to providing support for investment reporting and client meetings excellence and a culture of collaboration, they provide unparalleled opportunities for professional growth in Cape Town CBD. What you'll need To be successful in this role, you need to have a completed degree in with either SAIPA or SAICA articles completed. Experience in financial services is essential and exposure
Banking & Investment Support Administrator Market-related
The Talent ExpertsCape Town Region
investment-related degree, gained some technical admin experience and now you want to get stuck into the real technical for excellence, they provide tailored solutions to meet their clients' diverse needs. Our client fosters client-centricity. What you'll need To succeed in this role, you need to have a completed degree in Investments year of working experience in the investment industry. You need to have gained experience working with KYC
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