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
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
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
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
The Company is growing and it needs YOU to drive regional financial success to new heights Is this you and operational efficiency of the region. You'll need to manage many different entities across many jurisdictions however, that still needs to be established and discussed as the need arises. What you'll need We're looking years post articles experience or a Bcom with about 10 years financial experience. You should be highly clear understanding of GAAP or IFRS, along with experience in tax and legal compliance on a global scale
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
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
without the client consultation side of things so no need for you to find clients, do sales or chase targets and needs. Where you'll be doing it You'll be joining a small and innovative firm that provides customised and where career growth is inevitable. What you'll need This is financial planning so of course a completed and you need to have completed your RE 5. You need to have gained no less than 2 years' experience in financial you'll be compiling presentations so PowerPoint is needed to. Excellent communication skills and attention
without the client consultation side of things so no need for you to find clients, do sales or chase targets and needs. Where you'll be doing it You'll be joining a small and innovative firm that provides customised and where career growth is inevitable. What you'll need This is financial planning so of course a completed and you need to have completed your RE 5. You need to have gained no less than 2 years' experience in financial you'll be compiling presentations so PowerPoint is needed to. Excellent communication skills and attention
accounting/bookkeeping experience in the retail industry along with staff leadership experience? We're seeking fast paced environment so we'll need your leadership skills and experience. What you'll be doing (and why small team so it's critical you have management experience and skills. Where you'll be doing it You'll be Office in Cape Town CBD. They are dedicated to providing high-quality work in a fast paced environment They work Monday to Friday, 8am to 5pm. What you'll need There are two possibilities with this role, we'll