Description: The Senior Financial Wellness Consultant main responsibilities are to assist ... on basic principles of good financial health. Minimum Requirements: A Level 7 ... engagement is a key requirement Financial literacy knowledge and skills reasonable ...
a month ago
... looking for a Wealth Manager. The Wealth Manager is responsible ... Graduation Diploma in Financial Planning would be advantageous ... 5 years in a Wealth Management role Verbal and written ... ongoing financial advice, in consultation with the relevant Wealth Planners ...
4 days ago
... : BCom Post Graduation Diploma in Financial Planning would be advantageous CFP ... Examinations completed Experience: 5 years in a Wealth Management role Verbal and written ... Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to ...
a month ago
... (In Wealth Management) Experience: 5+ years experience in the investment financial services industry ... and consult with/remind the Wealth Manager/Advisor Handling of ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
a month ago
... original research, and develop financial projections Continuously update and ... presentations, carefully monitoring progress, financial alterations, and variances from initial ... Previous family office or private wealth management experience Qualification: Degree ...
a month ago
Description: A Corporate Financial Services Company is seeking to employ a Client Service Consultant to ...
2 days ago
... a Sage Consultant highly advantageous. Strong understanding of business practices and financial reporting ...
a month ago
... POS clients -Â Â Â Â Â Â Â Implementing integrations, like financial interfaces -Â Â Â Â Â Â Â Consultative projects related to ...
24 days ago
... Income Tax returns, based on financial statements generated by the Audit ... , other than those for which financial statements have been prepared for ...
a month ago
... for Sales Consultants to promote and sell long-term financial products. This ... chance to work with a leading financial institution and grow your career ... 1 year of sales experience in financial products. â?? Strong selling and negotiation ...
a month ago
... and implementation of effective activations, financial wellness days and on-site ... key account management role 4 years financial services industry experience Must have ... role 1-year experience as a Financial Wellness Consultant/Coach. Experience in liaising with ...
a month ago
... the Financial Services Industry is seeking a Quality Driven Junior Underwriting Consultant to ... training material and educating risk consultants on industry trends, standards and ...
4 days ago
... : I am a Specialist Consultant that specialises in placing Finance ... Duties and Responsibilities: Prepare financial statements Financial reporting and analysis Corporate ... finance Financial planning Audit support ...
a month ago
... credit bureaus, meetings to view financials, etc. Updating Debtors limits on ... and Employment Equity returns to consultants when due MINIMUM REQUIREMENTS Matric ...
a month ago