... FICA legislation. 2-3 years in the financial services industry is advantageous. Relevant ... practice. Act as liaison between Financial Planner Partner and product providers. Manage ... documentation for engagement between the Financial Planning Partner and client. ...
a month ago
... : BCom Post Graduation Diploma in Financial Planning would be advantageous CFP ... Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to ... compliance requirements; Assist the Wealth Planner in the identification of training ...
a month ago
... : We are looking for a Payroll Administrator based in Gqeberha. Job Function ... registers Submit attendance register to Financial Manager for approval and formula ...
a month ago
... accurate and up-to-date financial records. Process accounts payable and ... and employee expense claims. Generate financial reports and statements. Administrative Support ...
a month ago
... & Executive Support: Manage the financial planners schedule, meetings, and appointments. Screen ... withdrawals, and transfers. Prepare financial planning documents, investment proposals, and ... looking to support a leading financial planner, we'd love to hear ...
30 days ago
... Appropriate Administrative experience in the financial services industry is essential Critical ... enquiries in consultation with Wealth Planner/Manager; Assist clients in ... legislation; Scheduling meetings for Wealth Planner and organising diary; Recording of ...
18 days ago
... Appropriate Administrative experience in the financial services industry is essential Critical ... enquiries in consultation with Wealth Planner/Manager; Assist clients in ... legislation; Scheduling meetings for Wealth Planner and organising diary; Recording of ...
18 days ago
... experienced and qualified Deceased Estates Administrator for their team. Location: Port ... the Master, banks, and various financial institutions and report them to ...
a month ago