closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only Responsible for client data recording on the company's internal CRM software applications (XPlan, etc
Analyst/Financial Modeller for a boutique advisory company in the Upper Highway Region. develop and maintain Perform analysis using financial models/datasets Assist in marking up and preparing various reports and investors, financiers Develop company's financial modelling competencies Assist with business development
can overachieve goals and targets set out by the company. This role will be fulfilled by a self-motivated successful candidate will be a representation of the company making sure quality standards and principles are
can overachieve goals and targets set out by the company. This role will be fulfilled by a self-motivated successful candidate will be a representation of the company making sure quality standards and principles are
quietly gone about the business of building a company that, at its very core, is shifting the lives of