Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
Reference: JHB004854-VV-1 Financial assistant and analyst required for a dynamic company based on the cash flows Management accounts, forecasts, budgets Assist with Annual financial statements R30 000 - R32
flows
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
Reference: NFR003716-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
training manager at the FSCA to gain experience. Assist in promoting the training program Research and
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
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