preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation manager who has been looking after their clients for over 30 years. They manage the wealth of individuals Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation manager who has been looking after their clients for over 30 years. They manage the wealth of individuals Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner
manager who has been looking after their clients for over 30 years. They manage the wealth of individuals parking is provided. What you'll need To excel in this role, you'll need at least 1 years of experience preferably in an FAIS compliance environment. You'll need to have a tertiary qualification in risk, legal
manager who has been looking after their clients for over 30 years. They manage the wealth of individuals parking is provided. What you'll need To excel in this role, you'll need at least 1 years of experience preferably in an FAIS compliance environment. You'll need to have a tertiary qualification in risk, legal
administration firms in Cape Town that services clients all over the world. They focus on providing a service that probation period. What you'll need To succeed in this role, you ideally need to have a completed degree
administration firms in Cape Town that services clients all over the world. They focus on providing a service that probation period. What you'll need To succeed in this role, you ideally need to have a completed degree
offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience the relevant administration and support. You will need to have completed your Matric and a qualification/diploma financial planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience the relevant administration and support. You will need to have completed your Matric and a qualification/diploma financial planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with