... 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 ...
a day ago
... Description: 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. - ...
6 days ago
... Process payments and ensure all financial documentation is completed accurately. Handle ...
a month 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 ...
30 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 ...
22 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 ...
18 days ago