... on boarding process. Provide financial planning advice while being supervised ... to study further (e.g., postgraduate financial planning or investment management). Ambition ... to qualify as a Certified Financial Planner (Advantageous). Strong time management ...
5 days ago
... service providers. Client Assistance: Assist financial planners in servicing new and ... 12 (Matric) Industry experience in financial services is required. A post- ... in a professional and growth-oriented financial services environment. Supportive and collaborative ...
5 days ago
... Town. Our client in the Financial/Investment industry is looking for ... aligned with business goals and financial regulatory requirements. Implementation and maintenance ... ensuring projects are completed within financial constraints. Ideal experience 5+ years BA ...
15 days ago
... with monthly, quarterly and annual financial statements, check realisation of sales ...
a month ago