Description: The Senior Financial Wellness Consultant main responsibilities are to assist ... on basic principles of good financial health. Minimum Requirements: A Level 7 ... engagement is a key requirement Financial literacy knowledge and skills reasonable ...
a month ago
Description: The Senior Financial Wellness Consultant main responsibilities are to assist ... on basic principles of good financial health. Minimum Requirements: A Level 7 ... engagement is a key requirement Financial literacy knowledge and skills reasonable ...
a month ago
... growth through strategic financial insights. Key Responsibilities: Developing Financial Strategies: Identify opportunities ... to enhance financial performance, create financial models and forecasts, and ...
13 days ago
Description: The role requires the successful candidate to be able to contribute to the organisations growth and profitability through the provision of quality customer services and sales in respect of all products being offered by the organisation. This ...
a month ago
... year end audit Assist the financial statement consultant with drafting queries on ... the annual financial statements Provide ad ... ERP accounting system Knowledge of financial systems, financial processes and internal control ...
17 days ago
... ·        Assisting the financial statement consultant with drafting queries on the ... annual financial statements.  6. ...    Sound technical, business and financial reporting skills. 2.    Excellent ...
4 days ago
... 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
... • Relevant tertiary qualification is essential (Financial Planning/Investment Planning/B.Com) • Basic ... job if necessary) • 2-3 years financial planning or wealth management experience advantageous • MS ...
a day ago
... • Relevant tertiary qualification is essential (Financial Planning/Investment Planning/B.Com) • Basic ... job if necessary) • 2-3 years financial planning or wealth management experience advantageous • MS ...
4 days ago
... • Relevant tertiary qualification is essential (Financial Planning/Investment Planning/B.Com) • Basic ... job if necessary) • 2-3 years financial planning or wealth management experience advantageous • MS ...
a month ago
... Description: This client in financial services is urgently looking for ... their tech savvy and diverse wealth management team on a ... auditing practices within the wealth management space. The key ... reports Data analysis Annual financial statements As you will ...
4 days ago
... Description: This client in financial services is urgently looking for ... their tech savvy and diverse wealth management team on a ... auditing practices within the wealth management space. The key ... reports Data analysis Annual financial statements As you will ...
22 days ago
... , wealth management, or investment banking, with a good understanding of international financial markets ...
8 days 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
... experience in the financial services industry, experience as financial advisor and ... People: Build meaningful relationships with wealth advisors to ensure practice growth ... operations, and profitability; Liaise with financial advisers and address any sales ...
a month 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
... 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
... in the financial services industry, specializes in innovative wealth management solutions ... and analyze periodic financial reporting, including annual financial statements and board ... , and maintain robust internal financial control systems. Build and nurture ...
a month ago
Description: Business Development Consultant Cape Town Our financial Services client is looking for ... a Business Consultant / Business Development Consultant with ...
19 days ago