clients. Where you'll be doing it You will be working at the headquarters of a renowned company specializing to customer satisfaction, providing a supportive work environment. This is an in office role, Monday to function within a corporate setting. Proficiency in SAP is ideal. MS Office experience is non negotiable cost and a structured, goal-oriented approach to work. Excellent teamwork, multitasking, and communication
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.
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.
managing priorities efficiently is key and you enjoy working collaboratively with internal and external stakeholders year of working experience in the investment industry. You need to have gained experience working with KYC addition to a competitive salary, you'll get to work two days a week in the comfort of your home. Our do respond to everyone Just give us a few days to work through your application.
managing priorities efficiently is key and you enjoy working collaboratively with internal and external stakeholders year of working experience in the investment industry. You need to have gained experience working with KYC addition to a competitive salary, you'll get to work two days a week in the comfort of your home. Our do respond to everyone Just give us a few days to work through your application.
reports to drafting records of advice documents, your work will directly contribute to enhancing the overall 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.
reports to drafting records of advice documents, your work will directly contribute to enhancing the overall 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.
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.
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.
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.