Para-planner Excellent opportunity with highly reputable financial services company This new vacancy has been created created within one of our client's Financial Planning teams, based at their Cape Town office. Incumbent designated to provide technical support to a number of Financial Advisors within the team. Role is ideally suited Diploma in Financial Planning. Key responsibilities include: •Provide investment planning technical support support to Financial Advisors in team, including research and analysis of client portfolios •Preparation
process relating to journal entries, bank and account reconciliations.
Graduate Accountant - Western Cape A dynamic financial services company in Stellenbosch, offers an exciting Requirements: A relevant financial tertiary qualification (financial and/or management accounting degree). Honours Responsibilities: Capturing and reconciliation of cash books. Managing, maintaining, and reconciling creditors and debtors supervision. Ability to analyse financial data (knowledge on International Accounting Standards). Exceptional Exceptional organisational and time management skills. Meticulous attention to detail. Capability to thrive in a
qualification in any financial-industry-related field – like Management, Finance, Business, or Accounting, for example reach. As an award-winning industry leader in financial advice and solutions, IDM is positioned to operate underserved market and will continue to grow. We have big plans for our future, and that could include you The people Onboarding team as Financial Assessors, ultimately progressing into the Financial Consultant role within 6-12 months. As a Financial Assessor, you’ll contact consumers who need financial assistance and have
exciting position has opened up for a BCOM Financial graduate to join a well-established company considered.
Reference: CAW005455-MU-1 BCOM Financial Graduate - George - Western Cape An exciting position has opened opened up for a BCOM Financial graduate to join a well-established company in George . There is major not be considered. Working experience in the financial field will be beneficial Extensive knowledge in time management skills Ability to work independently and collaboratively Knowledge of financial systems
Client, IDM has a Graduate opportunity for a Financial Assessor. IDM is a great place to use your newly They are an award-winning industry leader with plans to grow substantially. To do this, they need self-motivated IDM Job Title: Financial Assessor Opportunity: Permanent Position Department: Financial Assessors - Onboarding Onboarding team as Financial Assessors, ultimately progressing into the Financial Consultant role within 6-12 months. As a Financial Assessor, you'll contact consumers who need financial assistance and have
Graduate Accountant - Western Cape A dynamic financial services company in Stellenbosch, offers an exciting Requirements: A relevant financial tertiary qualification (financial and/or management accounting degree). Honours Responsibilities: Capturing and reconciliation of cash books. Managing, maintaining, and reconciling creditors and debtors supervision. Ability to analyse financial data (knowledge on International Accounting Standards). Exceptional Exceptional organisational and time management skills. Meticulous attention to detail. Capability to thrive in a
Client, IDM has a Graduate opportunity for a Financial Assessor. IDM is a great place to use your newly They are an award-winning industry leader with plans to grow substantially. To do this, they need self-motivated IDM Job Title: Financial Assessor Opportunity: Permanent Position Department: Financial Assessors - Onboarding Onboarding team as Financial Assessors, ultimately progressing into the Financial Consultant role within 6-12 months. As a Financial Assessor, you'll contact consumers who need financial assistance and have
to prospect new clients are essential. Being a Financial Adviser is listed as being one of the Top 10 careers Your role will entail: New business development Financial needs analysis Relationship building Build a professional Lead the way down the path to financial security Assisting people to manage their wealth holistically Provide