a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and responsible for processing new business and general administration tasks. It includes ensuring compliance with innovative, independent firm that provides customized financial planning services to retirement funds and their at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin admin at an independent financial planning firm. Matric is a minimum requirement and you need to be fluent
a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and responsible for processing new business and general administration tasks. It includes ensuring compliance with innovative, independent firm that provides customized financial planning services to retirement funds and their at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin admin at an independent financial planning firm. Matric is a minimum requirement and you need to be fluent
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining and innovative firm that provides customised financial planning and investment services to retirement
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining and innovative firm that provides customised financial planning and investment services to retirement
Have you started your career in investment administration and keen to get more involved in operations LISP and unit trusts, processing transfers for financial products, including Section 14, Section 42, and
Have you started your career in investment administration and keen to get more involved in operations LISP and unit trusts, processing transfers for financial products, including Section 14, Section 42, and
and maintain data pipelines and automation tools, assist with database management, and monitor performance dedicated to simplifying complexities within the financial industry. With a reputation for excellence and Python and R are advantageous. An interest in financial markets and investment products is needed as this come from working with a leading company in the financial sector. You'll be part of a forward-thinking team
innovative, independent firm that provides customised financial planning and investment services to retirement