to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the support role but the opportunities are endless. A market-related salary will be offered as well as annual
service the clients. What you'll get You'll get a market related salary and you will get to join a team
yearly auditfor the main company and subsidiaries. Assist with the preparation of the yearly budget. Monthly cutting cost and improving financial controls. Assist with ad-hoc projects asrequired by the financial
My client who is a leader in the Wealth industry is seeking a Compliance Officer to join their team to oversee the Group Compliance requirements implementing and monitoring procedures. Do you have your RE5 and RE1? In this role, you are to ensure that the organization adheres to all relevant regulat
risks to remain result driven. Responsibilities: Assist in the development and maintenance of the company's decision-making and identify areas for improvement Assist in the preparation of presentations for senior
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
received Assisting new Para-planners with pre-checking and training on Client Advice Records Assisting terms Providers Assisting re-allocation of clients when a Private Wealth Manager resigns Assisting Compliance
This team service both South Africa and global markets, so offer a fantastic scope for exposure. If a records and a genuine passion for the financial markets and continuous learning. Responsibilities: Industry
culture Regulatory reporting (FICA, FAIS etc.) Assisting the business with any compliance training as required management legislation, FICA, POPIA, FAIS, Financial Markets, JSE Rules, Financial Advisory, Intermediary Services