reports to drafting records of advice documents, your work will directly contribute to enhancing the overall fiduciary services. You'll be office-based in stunning corporate offices in Claremont, Cape Town. What designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth management computer literacy, including proficiency in MS Office Suite and Morningstar Direct, is essential. Additionally competitive salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic
reports to drafting records of advice documents, your work will directly contribute to enhancing the overall fiduciary services. You'll be office-based in stunning corporate offices in Claremont, Cape Town. What designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth management computer literacy, including proficiency in MS Office Suite and Morningstar Direct, is essential. Additionally competitive salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic
northern suburbs. You'll be based in professional offices with a great view and be surrounded but driven driven industry game-changers. You'll be fully office based. What you'll need A solid investment foundation essential so a completed investment-related degree is required with at least 1-2 years' experience doing investment living in Cape Town. What you'll get You'll be working closely with the COO who is young and driven and and who will also mentor you. An opportunity to work in a small asset manager where you are so much more
northern suburbs. You'll be based in professional offices with a great view and be surrounded but driven driven industry game-changers. You'll be fully office based. What you'll need A solid investment foundation essential so a completed investment-related degree is required with at least 1-2 years' experience doing investment living in Cape Town. What you'll get You'll be working closely with the COO who is young and driven and and who will also mentor you. An opportunity to work in a small asset manager where you are so much more
services to their clients. You'll be office based daily in professional offices in Eversdal, Durbanville. What You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's financial financial planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan do respond to everyone Just give us a few days to work through your application.
services to their clients. You'll be office based daily in professional offices in Eversdal, Durbanville. What You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's financial financial planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan do respond to everyone Just give us a few days to work through your application.
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients financial planning practice, based in professional offices in the vibrant suburb of Newlands, Cape Town. They minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent Strong analytical skills, proficiency in Microsoft Office and Elite Wealth are essential. Candidates on track competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients financial planning practice, based in professional offices in the vibrant suburb of Newlands, Cape Town. They minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent Strong analytical skills, proficiency in Microsoft Office and Elite Wealth are essential. Candidates on track competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in