... Wealth Advisor. Pivotal role to provide sound advice on Financial ... and provide comprehensive wealth planning services to ... financial circumstances. • Key role to build the profile of the Wealth ... track record in Financial Planning, Investments, Wealth Mgt etc. ...
a month ago
... understanding of insurance products and financial planning solutions. Key Requirements: ... done. NQF level 5 Wealth management or Financial Planning credits required. Looking ... further to become a CFP professional financial advisor. Bursary funding available. ...
a day ago
... financial planning and investment advice to clients ranging in age and wealth ... Meeting clients to understand their financial objectives Explaining complex information ... of best practice in Financial Planning and Financial Advisory Services Knowledge and ...
3 days ago
... clients, ensuring exceptional service. Financial Planning and Advisory: Provide comprehensive ... and compliance standards in financial advisory activities. Maintain accurate ... Partner with internal teams, including wealth management, legal, and operations, ...
a month ago
... of Sage X3 modules particularly financial, manufacturing or distribution Understanding of ...
9 days ago
... Murex trading systems. Knowledge of financial instruments and risk models. Understanding ...
a month ago
... /HR support: Liaise with payroll consultants (labour relations and payroll processing ...
4 days ago
... and present monthly accounts with financial analysis. Perform reconciliations: ... financial statements: Draft annual statements and liaise with auditors and tax consultants ... . Develop financial policies: Create and implement ...
a month ago
... skills set and experience. Function: Financial Management Provides input into the ... as quality control through the Consultants. Provides regular reports to the ...
4 days ago