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
Are you ready to elevate your career as a Junior Paraplanner? Is this you? You're a dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment where attention to detail is paramount and you're eager to join a dynamic team. What you'll be doin
Collection of borrower information to meet prescribed internal KYC/AML policies and procedures Coordinate with
up-to-date records in the accounting system, for internal use and external insurance reporting. Managing sheet reconcilliations Participating in meetings related to financial reportingAssist with opening company
have started the Insurance related exams via IISA or Milpark). Market Related
and investment managers. Generate client and internal reports, review reports from other analysts, and
estates. You will also monitor all activities relating to clients which includes client reviews and requests the clients. What you'll get You'll get a market related salary and you will get to join a team that has
Our Client, Debtbusters a division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a division of IDM, DebtBusters' make an impact on the lives of South Africans, committed to providing the best service to those in need with our taylor-made financial soluti
foundation is essential so a completed investment-related degree is required with at least 1-2 years' experience
to net-zero by 2050, aligned with local and international best practice, policies and country agreements response to addressing risks and opportunities related to climate change and nature Mature The organisation's climate change and nature position statements and related policies Develop mechanisms to help increase the the organisation's climate and nature-related ambitions Integrating these ambitions into Group Strategy achieving their sustainability /climate/nature related ambitions Meeting Net-Zero Commitments Own and