As an Estate Consultant, you are the human element in the Estate Administration process. This means that you will be the primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining a set amout of LOEs per month. In new estates meetings, explain th
As an Estate Consultant, you are the human element in the Estate Administration process. This means that you will be the primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining a set amout of LOEs per month. In new estates meetings, explain th
As the Accountant CA(SA) you will use your accounting expertise to provide insight into financial operations of the company with primary focus on giving technical input into the tax and accounting treatment of complex transactions as well as performing the reporting for Group. This involves the cons
As a Risk and Compliance Analyst, you will be required to implement, maintain, and manage the regulatory requirements within the business function in an efficient, relevant and sustainable manner Monitoring business transactions and processes to various pieces of legislation. FICA and FAIS monitorin
As a Risk and Compliance Analyst, you will be required to implement, maintain, and manage the regulatory requirements within the business function in an efficient, relevant and sustainable manner Monitoring business transactions and processes to various pieces of legislation. FICA and FAIS monitorin
Become a certified Wealth Planner, launch your career by joining our 24 month learnership programme. The first 12 months of the learnership will be spent learning at the training facility in Midrand, the second 12 months will be spent doing on the job training from the offices in Bryanston. Matric V
KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients. These plans include not only i
Become a certified Wealth Planner, launch your career by joining our 24 month learnership programme. The first 12 months of the learnership will be spent learning at the training facility in Midrand, the second 12 months will be spent doing on the job training from the offices in Bryanston. Matric V
KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients. These plans include not only i