... : 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. - ...
11 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. - ...
26 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 ...
11 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 ...
21 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 ...
3 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 ...
11 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 ...
10 days ago
... drivers license Duties and Responsibilities: Financial duties: Input data from invoices ... business and operational expenses Record financial transactions in Excel and conduct ...
a month ago
... of 2 Years reconciliation experience within a financial department required Skills & Competencies • Computer ...
14 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 ...
11 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 ...
3 days ago