... : 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. - ...
25 days ago
... : 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. - ...
28 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
... : 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 ...
20 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 ...
28 days ago
... and are looking for an assistant accountant. You must have the ... and Sage 3. Good knowledge of financials. 4. Good knowledge of efiling and ...
12 days ago
... management skills Strong knowledge of financial regulations and accounting principles ... team DUTIES: Assist in preparing financial statements, reports, and budgets. Process ... and accounts. Maintain and update financial records. Support payroll preparation ...
6 days ago
... management skills Strong knowledge of financial regulations and accounting principles ... team DUTIES: Assist in preparing financial statements, reports, and budgets. Process ... and accounts. Maintain and update financial records. Support payroll preparation ...
27 days ago
... , with national footprint, for a financial advisor managing an existing portfolio for ... 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
... 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 ...
20 days ago
... management processes. Strong understanding of financial services, workforce dynamics, and industry ... . Employee Relations: Act as a trusted advisor to employees and management on ...
17 days ago