Description Position : Compliance Officer Team Leader Location : Claremont offices, Cape Town Type : Full-time the Role : Are you a detail-oriented Compliance Officer professional ready to progress into a leadership are you a Compliance Officer Team Leader ready to take on a new challenge and work within a new team? Our Our client is seeking a Compliance Officer Team Leader to join their amazing team in Claremont, Cape leadership and communication skills. Ability to work independently and make informed decisions. Detail-oriented
Description Position : Compliance Officer Team Leader Location : Claremont offices, Cape Town Type : Full-time the Role : Are you a detail-oriented Compliance Officer professional ready to progress into a leadership are you a Compliance Officer Team Leader ready to take on a new challenge and work within a new team? Our Our client is seeking a Compliance Officer Team Leader to join their amazing team in Claremont, Cape leadership and communication skills. Ability to work independently and make informed decisions. Detail-oriented
reports to drafting records of advice documents, your work will directly contribute to enhancing the overall fiduciary services. You'll be office-based in stunning corporate offices in Claremont, Cape Town. What designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth management computer literacy, including proficiency in MS Office Suite and Morningstar Direct, is essential. Additionally competitive salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic
reports to drafting records of advice documents, your work will directly contribute to enhancing the overall fiduciary services. You'll be office-based in stunning corporate offices in Claremont, Cape Town. What designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth management computer literacy, including proficiency in MS Office Suite and Morningstar Direct, is essential. Additionally competitive salary, you'll enjoy the opportunity to work with industry leaders in a supportive and dynamic
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients financial planning practice, based in professional offices in the vibrant suburb of Newlands, Cape Town. They minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent Strong analytical skills, proficiency in Microsoft Office and Elite Wealth are essential. Candidates on track competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in
strategies tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients financial planning practice, based in professional offices in the vibrant suburb of Newlands, Cape Town. They minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent Strong analytical skills, proficiency in Microsoft Office and Elite Wealth are essential. Candidates on track competitive salary, you'll have the opportunity to work alongside industry experts and thought leaders in
social accountability in the three communities they work in. With a strong emphasis on strategic growth and achieving long-term goals. You'll be based at the office in Claremont but there will be travel to three
Develop an understanding of all portfolios they work on. Client and internal report generation. Checking analyses. Manual recalculation of some statistics. Work in collaboration with more senior members of the Develop an understanding of all portfolios they work on. Client and internal report generation. Checking required to be a FAIS compliant representative or work towards obtaining that status. Key competencies management, and able to manage deadlines. Able to work under pressure and multi-task. Communicates clearly
Estates will be preferred Able to work with LegalEase Savvy and hard-working Consultant: Stephnie Taljaard
Estates will be preferred Able to work with LegalEase Savvy and hard-working Consultant: Stephnie Taljaard