Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy you'll enjoy it) You will support a small team of Financial Planners with daily administration which will platforms and clients. You will also aid the Financial Planners with processing new business and existing you'll be doing it You'll be joining a small financial planning brokerage, they are well-established
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You Managers and preparing comprehensive proposals and financial needs analysis for clients. From constructing completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need highly technical and analytical thinking, strong financial acumen, and high attention to detail. What you'll
for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors but settle in your new role and grow in the world of financial planning. What you'll be doing (and why you'll gained at least 5 years of working experience in financial planning with solod admin experience, you must also be eager to learn the technical aspects of financial planning. To qualify for this opportunity you
for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors but settle in your new role and grow in the world of financial planning. What you'll be doing (and why you'll gained at least 5 years of working experience in financial planning with solod admin experience, you must also be eager to learn the technical aspects of financial planning. To qualify for this opportunity you
for Travel Coordinators and independent Travel Advisors, handling team queries, managing emergency duties
for Travel Coordinators and independent Travel Advisors, handling team queries, managing emergency duties
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy you'll enjoy it) You will support a small team of Financial Planners with daily administration which will platforms and clients. You will also aid the Financial Planners with processing new business and existing you'll be doing it You'll be joining a small financial planning brokerage, they are well-established
and analytical professional with a knack for financial accounting and have some accounting/bookkeeping landscapes, ensure accuracy in financial documents, and drive the financial accuracy and efficiency of our executive committee (Exco) pack, ensuring that all financial data is meticulously compiled and presented. Your efficiently, doing the cashbook and engaging in various financial operations that support our business's strategic the financial direction of our organisation, ensuring operational excellence across all financial facets
completed your articles and keen to grow within financial services? Is this you? You've completed you're and you've gained experience in financial services or audited financial services. You're adept at managing maintaining accounting records and producing accurate financial statements for offshore and local trusts and companies you'll be doing it You'll be joining a prestigious financial services firm with an international presence, SAIPA or SAICA articles completed. Experience in financial services is essential and exposure to trust structures
role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service it You'll be joining an esteemed independent financial planning practice, based in professional offices degree, ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it Candidates on track to complete their Certified Financial Planner® designation will be given preference