Grade 12 / Senior Certificate Min 3 years' Admin experience Proficient in Microsoft Office Suite (MS Word
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 Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
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 Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
advantage) Need to be able to take supervision of 1 or 2 people Need to be able to control a process Need to situations Need to be able to communicate with internal colleagues and external clients Need to be able work on their own (self starter) Need to be able to work in Teams Need to understand that the work is very
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
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
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills,
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills,
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
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