... in consultation with the relevant Wealth Planners, to clients regarding their ... ; Leadership & Support to Wealth Planner Assist the Wealth Planner in the mentoring and ... compliance requirements; Assist the Wealth Planner in the identification of training ...
21 days ago
... Qualification Experience: ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory ... clients, in collaboration with the Wealth Planners, on portfolio matters such ... & Support to Wealth Team Oversee Junior Wealth Managers to ensure adherence ...
29 days ago
... NQF 5 & 6 would be advantageous (In Wealth Management) Experience: 5+ years experience in ... and consult with/remind the Wealth Manager/Advisor Handling of retirement ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
17 days ago
Description: Position situated in Bellville or Bloemfontein or Pretoria. Your formal education: Related degree (LLB, Bachelors in Law, Finance, Economics, Business Management or related fields). RE1 Registered Phase 1 Compliance Officer with the FSCA RE3 ...
21 days ago
... providing expert financial planning and wealth management solutions to their clients ... . - Basic knowledge of investment and wealth management products. - Proficient in MS ...
5 days ago
... in planning or Certified Financial Planner (CFP) (advantageous). Regulatory Exam 1 (RE ...
21 days ago
... Sales Targets. Structured weekly call planner and call reporting detailing progress ...
2 months ago