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
Are you the driver of all the technical admin that happens in the background which essentially makes your Wealth Manager offer their clients the best possible service? Is this you? We all know it's the Wealth Manager that consults with the client but the magic is in the support, without you, they si
preparation of accurate quarterly (pre fair market value and post fair market value) accounts (including capital
our agency has teams in Engineering, Financial Markets, Commercial & Financial as well as IT. We have difference. This is a truly supportive environment A market related basic salary package with one of the most
You've been instrumental in setting up a compliance framework within financial services and found your groove in this space. Is this you? You have comprehensive knowledge of financial services regulations and a knack for practical governance solutions. You thrive in fast-paced environments and have
share after 3 months. You will also be getting a market-related salary, medical aid, and gap cover, plus
directly with clients. What you'll get You'll get a market related salary as well as an opportunity to join
Ready to join a leading Wealth Management Firm as an Internal Consultant? Is this you? You're highly analytical and technically proficient with a good background in paraplanning within wealth management and you're looking to take the next step in your career and join a dynamic team of professionals.
You've worked in investor services and you're results-driven with a knack for process improvement. Is this you? You're an independent thinker with a detailed understanding of unit trust funds, strong management skills, and a drive for operational excellence. What you'll be doing (and why you'll enjo
following up on offers and assisting with simple marketing activities. In addition to this, you will offer join an international, stable company offering a market related salary. Your new employer is young, dynamic