Absa Wealth Jobs in South Africa
Paraplanner East London
Headhunters
East London
(capturing sheets, etc.). Produce clients' comprehensive wealth position. Combine entities for Joint Planning and Planning preparation and Client Reviews: XPlan Wealth Maps (client repots) must be complete and ready engagement. Complete preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist
share this job on whatsappParaplanner Cpt - Cbd
HeadhuntersCape Town City Centre
and presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS financial analysis. Experience in working with Elite Wealth's financial planning software would be an advantage financial planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement
Paraplanner
HeadhuntersCape Town City Centre
and presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS financial analysis. Experience in working with Elite Wealth's financial planning software would be an advantage financial planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement
Financial Planning Partner Assistant
HeadhuntersEast London
Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planning
Financial Partner East London
HeadhuntersEast London
Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planning
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planning
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planning
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