currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous experience providing technical and administrative financial degree or diploma / qualification. Knowledge and experience in a financial/investment environment (minimum (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice. Knowledge of products and services offered by our company. Experience in preparing and presenting client proposals
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous experience providing technical and administrative financial degree or diploma / qualification. Knowledge and experience in a financial/investment environment (minimum (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice. Knowledge of products and services offered by our company. Experience in preparing and presenting client proposals
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career (Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications Services: Implementation of the client services experience, as defined by the Head of Operations. Take full Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect
SAIPA, CIMA advantageous. 3 – 5 years' experience. Strong experience in financial analysis and reporting lookups and pivot tables. SAGE and pastel partner experience. Ability to develop financial and operational
SAIPA, CIMA advantageous. 3 – 5 years' experience. Strong experience in financial analysis and reporting lookups and pivot tables. SAGE and pastel partner experience. Ability to develop financial and operational
Preferred 3 years technical or sales industry related experience (refrigeration and air-conditioning). Must have to work independently without supervision. SAP experience beneficiary. Competencies: Ambition. Dependability
Preferred 3 years technical or sales industry related experience (refrigeration and air-conditioning). Must have to work independently without supervision. SAP experience beneficiary. Competencies: Ambition. Dependability
opportunity awaits you. Requirements: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories. Fully computer literate, xPlan experience advantageous. Responsibilities and expectations
opportunity awaits you. Requirements: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories. Fully computer literate, xPlan experience advantageous. Responsibilities and expectations