... 5 years experience as a Wealth Manager in the Financial Services Industry Bcom | Relevant ... Tertiary Education required Certified Financial Planner | CFP RE 5 Completed Proficient ...
8 days ago
... e-filing. Income tax calculations. Drafting financial statements. Requirements: Matric with Accounting ... Accounting software experience essential (Xero Adviser certification) MS Excel - Intermediate (Pivot ...
a month ago
... and supporting clients and independent financial advisers. The primary objective is to ... and email interactions with clients, advisers, and internal teams. Maintain meticulous ...
a day ago