responsible for processing new business and general administration tasks. It includes ensuring compliance with firm that provides customized financial planning services to retirement funds and their members. They have to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
responsible for processing new business and general administration tasks. It includes ensuring compliance with firm that provides customized financial planning services to retirement funds and their members. They have to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the
business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then small team of Financial Planners with daily administration which will include interacting with insurance thriving. They provide customised financial planning services to their clients. You'll be office based daily in financial planning doing all the relevant administration and support. You will need to have completed fluent in English and Afrikaans to enable you to service the clients. What you'll get You'll get a market
business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then small team of Financial Planners with daily administration which will include interacting with insurance thriving. They provide customised financial planning services to their clients. You'll be office based daily in financial planning doing all the relevant administration and support. You will need to have completed fluent in English and Afrikaans to enable you to service the clients. What you'll get You'll get a market
client service. You enjoy being in a supportive role, handling all the technical administration and you're a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial doing it You'll be joining a leading financial services firm dedicated to providing exceptional financial a competitive salary, including other company benefits, you'll have the opportunity to work in a stimulating
client service. You enjoy being in a supportive role, handling all the technical administration and you're a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial doing it You'll be joining a leading financial services firm dedicated to providing exceptional financial a competitive salary, including other company benefits, you'll have the opportunity to work in a stimulating
will be filled with meeting CEOs and Financial Directors, presenting our value proposition, and networking
will be filled with meeting CEOs and Financial Directors, presenting our value proposition, and networking
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial provides customised financial planning and investment services to retirement funds and their members. They have than 2 years' experience in financial planning administration or as a Financial Planner with solid investment
responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial provides customised financial planning and investment services to retirement funds and their members. They have than 2 years' experience in financial planning administration or as a Financial Planner with solid investment