Develop an understanding of all portfolios they work on. Client and internal report generation. Checking analyses. Manual recalculation of some statistics. Work in collaboration with more senior members of the Develop an understanding of all portfolios they work on. Client and internal report generation. Checking depending on experience and evidence of quantitative abilities. 3 to 5 years of relevant experience in investments required to be a FAIS compliant representative or work towards obtaining that status. Key competencies
documents, your work will directly contribute to enhancing the overall client experience and driving business 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.
documents, your work will directly contribute to enhancing the overall client experience and driving business 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.
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.
Leader ready to take on a new challenge and work within a new team? Our client is seeking a Compliance
2 years of experience in compliance or legal roles.
Team Leader ready to take on a new challenge and work within a new team? Our client is seeking a Compliance Minimum 2 years of experience in compliance or legal roles. At least 2 years of experience managing a team leadership and communication skills. Ability to work independently and make informed decisions. Detail-oriented Town. Salary offered is dependent on amount of experience as a team lead: From R30 000 (Compliance Officer
Team Leader ready to take on a new challenge and work within a new team? Our client is seeking a Compliance Minimum 2 years of experience in compliance or legal roles. At least 2 years of experience managing a team leadership and communication skills. Ability to work independently and make informed decisions. Detail-oriented Town. Salary offered is dependent on amount of experience as a team lead: From R30 000 (Compliance Officer
tertiary qualification in Accounting with prior work experience as an Accountant – preferably in an Operational tertiary qualification in Accounting. Experience/Skills – Proven experience as an Accountant – specifically environment. Moderate to excellent Excel experience. Proven experience in a Commercial / Corporate / Operational is accurate and relevant. Computer literate (experience in Google Drive, Sheets and Docs preferable) Numerical Proficiency. Must have a strong aptitude for working with numbers, performing calculations. Must possess
Claremont
Permanent, expected to work Full-Time hours
Banking Accounting, or related field
Minimum of 2 years experience in financial operations or financial planning or investment management
Office-based role in Claremont