doing it You'll be joining a small, innovative, independent firm that provides customized financial planning Financial Planner doing the technical admin at an independent financial planning firm. Matric is a minimum support role but the opportunities are endless. A market-related salary will be offered as well as annual
You've built your foundation in terms of studying financial planning and you're ready to put this knowledge to practice as a Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client service. You enjoy being in a supportive role, handling all the technica
doing it You'll be joining a small, innovative, independent firm that provides customised financial planning and move into areas where your strengths lie. A market-related salary will be offered with annual performance
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you? You've kick started your career in financial planning and the part you enjoy most if the research and analysis that happens before you can advise a client. This is your chance to focus on just that
client base, fielding calls and emails from clients regarding forex rate indications and market updates. events and economics Understand and communicate market moves Confident individual able to talk to high-net-worth individuals regarding the market and global events DUTIES Manage a client base: Fielding calls and emails from from clients regarding forex rate indications and market updates Booking deals, ensuring that these deals non trading or change in trading patterns Manage Market movements and how this will affect clients with
decision-making processes; Conduct research and analysis on market trends, competitor performance, and industry benchmarks background in accounting, finance, or a related field; Good understanding of accounting principles, financial financial modeling tools is a plus; Ability to work independently and collaboratively in a fast-paced environment;
Conduct research on investment products, financial markets, and regulations to support the financial advisors Bachelor's degree in finance, accounting, or a related field. 2. Certification as a Certified Financial Planner and interpersonal skills. 7. Ability to work independently and as part of a team. Benefits Salary: negotiable
client base, fielding calls and emails from clients regarding forex rate indications and market updates. events and economics Understand and communicate market moves Confident individual able to talk to high-net-worth individuals regarding the market and global events DUTIES Manage a client base: Fielding calls and emails from from clients regarding forex rate indications and market updates Booking deals, ensuring that these deals non trading or change in trading patterns Manage Market movements and how this will affect clients with
: Bachelor's degree in Accounting or a related field Proven experience as an Accountant or in a similar communication and interpersonal skills Ability to work independently and meet deadlines Our client is offering a
opportunity to further develop your career in the field of auditing, we encourage you to apply. Requirements Bachelor's degree in Accounting, Finance, or a related field Completed SAICA Articles Proficiency in using audit communication and interpersonal skills Ability to work independently and as part of a team Willingness to travel