to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment investment transfers and monthly fund switches). Assist, and where necessary oversee, opening of new client annual client portfolio data submitted to clients. Assist with SA and UK regulatory and compliance requests
manager • Ensuring production is backflushed daily-assist with backflushing as and when required • Determining simultaneously • Regularly review age analysis • Assist in collecting overdue amounts • Authorize debtors'
fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant Responsibility: