Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
Regardless of their specialization, all financial planners have the same objective: to help their clients standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical needs Recommend investments to clients Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial 00 startup stipend (new to industry financail planners only) Medical aid Corporate company benefits Uncapped
Regardless of their specialization, all financial planners have the same objective: to help their clients standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical needs Recommend investments to clients Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial 00 startup stipend (new to industry financail planners only) Medical aid Corporate company benefits Uncapped
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
chapter in your success story by applying for this Assistant Financial Controller position. Job and Company opportunities to expand your expertise. As an Assistant Financial Controller, you will become a part of
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
chapter in your success story by applying for this Assistant Financial Controller position. Job and Company opportunities to expand your expertise. As an Assistant Financial Controller, you will become a part of
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally
role, with flexibility offered by the Company. To assist the director and financial advisors with the investment qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding 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