with a hybrid working model. What you'll need To qualify for this role, you need to be a FAIS-approved roles within the financial services sector. You need to have a solid understanding of regulatory frameworks essential for success in this dynamic role. You also need to have completed RE 1 and RE 3. What you'll get
with a hybrid working model. What you'll need To qualify for this role, you need to be a FAIS-approved roles within the financial services sector. You need to have a solid understanding of regulatory frameworks essential for success in this dynamic role. You also need to have completed RE 1 and RE 3. What you'll get
existing and potential clients, assessing their needs, and providing tailored solutions. From drafting driving positive change. What you'll need To thrive in this role, you'll need a combination of technical expertise apart. Additionally, proficiency in financial modelling and familiarity with Sales Force would be advantageous
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
based in Melrose Johannesburg. What you'll need You will need to have gained at least 2 years of experience administration and support to Portfolio Managers. You also need to have a completed Bachelor of Commerce in bus ideally an Honours. You also need to have completed CFA level 1. You need to be fluent in English and
based in Melrose Johannesburg. What you'll need You will need to have gained at least 2 years of experience administration and support to Portfolio Managers. You also need to have a completed Bachelor of Commerce in bus ideally an Honours. You also need to have completed CFA level 1. You need to be fluent in English and
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation 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