need You need to have gained at least 2 years of experience in financial planning doing all the relevant and support. You will need to have completed your Matric and a qualification/diploma in financial planning highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's Wealth's financial planning software. Experience working with at least 2 of the following platforms Gl you will get to join a team that has extensive experience within the industry that will make you feel like
need You need to have gained at least 2 years of experience in financial planning doing all the relevant and support. You will need to have completed your Matric and a qualification/diploma in financial planning highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan or Elite Wealth's Wealth's financial planning software. Experience working with at least 2 of the following platforms Gl you will get to join a team that has extensive experience within the industry that will make you feel like
do and how they do it to ensure their clients get only the best possible service and results. What you'll need to have a minimum of 3 years of working experience in an admin support/Paraplanner role working
do and how they do it to ensure their clients get only the best possible service and results. What you'll need to have a minimum of 3 years of working experience in an admin support/Paraplanner role working
accounting/bookkeeping experience in the retail industry along with staff leadership experience? We're seeking environment so we'll need your leadership skills and experience. What you'll be doing (and why you'll enjoy it) small team so it's critical you have management experience and skills. Where you'll be doing it You'll be minimum 3 years financial accounting / bookkeeping experience but in both possibilities you'll need to have
directly contribute to enhancing the overall client experience and driving business growth. With constant innovation You'll also need at least 3 years of working experience as a Paraplanner within wealth management. Strong
directly contribute to enhancing the overall client experience and driving business growth. With constant innovation You'll also need at least 3 years of working experience as a Paraplanner within wealth management. Strong
solid foundation in terms of investment admin experience or investment client service and you're ready investment-related degree is required with at least 1-2 years' experience doing investment admin/processing or investment
solid foundation in terms of investment admin experience or investment client service and you're ready investment-related degree is required with at least 1-2 years' experience doing investment admin/processing or investment