queries Interacting with various levels of management Salary: Market related Should you not hear from
Where you'll work Established in 1998, this is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client ser
managing training documentation. QUALIFICATIONS ● NQF Level 4 – matriculation ● Accredited Trainer advantageous Office suite and other training software/tools Market Related Salary
requirement, preferably with accounting a matric level, or booking keeping /accounting diploma; unit trust/ (intermediate): MS Office suite and excel at an intermediate level •Ability to work independently, pro-active, attention
Interpersonal understanding, Problem solving, Networking. Market related.
practice, including compliance, revisions, and marketing opportunities. What you'll do Keeping of electronic including but not limited to compliance, revisions, marketing opportunities, etc What you'll need Matric with be computer literate on a basic to intermediate level on Microsoft Office software Excellent communication Own transport and cell phone is mandatory Salary Market related (neg based on experience)
practice, including compliance, revisions, and marketing opportunities. What you'll do Keeping of electronic including but not limited to compliance, revisions, marketing opportunities, etc What you'll need Matric with be computer literate on a basic to intermediate level on Microsoft Office software Excellent communication Own transport and cell phone is mandatory Salary Market related (neg based on experience)
handle interactions with Management at the highest level. Quantify risks relative to the expected return Efficiency measures of a company in relation to the market, its peers and its history. Evaluate long term (newspapers/Bloomberg etc), Economic data released, Market update. Ensure that you are adequately prepared
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
diligently. § Providing clients/ IFA's with superior levels of service § Maintaining records of all interactions