... , with national footprint, for a financial advisor managing an existing portfolio of ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
12 days ago
... , with national footprint, for a financial advisor managing an existing portfolio of ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
13 days ago
... a Para-planner. Your: Education: A financial qualification is essential (e.g. B Com finance ... all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from ... investment reports / proposals for Financial Advisors
2 days ago
... discrepancies). Experience Experience in a financial services or investment related administrative ... Proactively manage client and advisor communication and queries; Process ... quotations on a platform; Assist advisors with model portfolio switches, mandates ...
12 days ago
... discrepancies). Experience Experience in a financial services or investment related administrative ... Proactively manage client and advisor communication and queries; Process ... quotations on a platform; Assist advisors with model portfolio switches, mandates ...
17 days ago
... integrated vertical financial infrastructure to enable deep financial inclusion where ... skilled Senior Technical Product Manager with a strong background in financial systems ... teams, technology partners, and financial institutions. Key Responsibilities: Voice ...
29 days ago