... : Our client an independent financial services firm committed to providing ... to join our team as a Financial Advisor Assistant, in Stellenbosch. Key Responsibilities: - ... Assist in preparing financial plans, reports, and documentation. - ...
4 days ago
... : 5+ years experience in the investment financial services industry is essential 3+ Experience ... with/remind the Wealth Manager/Advisor Handling of retirement claims, mainly ... in consultation with Wealth Manager/Advisor General Administration: Ensure that client ...
16 days ago
... Process payments and ensure all financial documentation is completed accurately. Handle ...
a month ago
... drivers license Duties and Responsibilities: Financial duties: Input data from invoices ... business and operational expenses Record financial transactions in Excel and conduct ...
8 days ago
... Description: This position is for a financial advisor managing an existing portfolio for a ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
28 days ago
... a compliance function in the financial services with working knowledge of ... and building strong relationships with financial advisors. Providing clear and accessible ... and provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review ...
20 days ago
... Post Graduation Diploma in Financial Planning CFP accreditation would ... supervision of the Wealth Assistant to ensure supervision and ... requirements for the Wealth Assistant and provide input for ... Appraisal Evaluation of the Wealth Assistant ; Assist the Wealth ...
20 days ago