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
... audit. · Assisting the financial statement consultant with drafting queries on the ... annual financial statements. 6. Support the ... 1. Sound technical, business and financial reporting skills. 2. Excellent attention ...
19 days ago
... : BCom Post Graduation Diploma in Financial Planning CFP accreditation would be ... Examinations completed Experience: 5 years in a Wealth Management role Verbal and written ... Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to ...
a month ago
... in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management ... , Paraplanner, or Financial Advisory role. Verbal and ...
2 days ago
... in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management ... , Paraplanner, or Financial Advisory role. Verbal and ...
2 days ago
... in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management ... , Paraplanner, or Financial Advisory role. Verbal and ...
12 days ago
... in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management ... , Paraplanner, or Financial Advisory role. Verbal and ...
a month ago
... (In Wealth Management) Experience: 5+ years experience in the investment financial services industry ... and consult with/remind the Wealth Manager/Advisor Handling of ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
2 days ago
... (In Wealth Management) Experience: 5+ years experience in the investment financial services industry ... and consult with/remind the Wealth Manager/Advisor Handling of ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
a month ago
... committed to providing expert financial planning and wealth management solutions to their ... Key Responsibilities: - Assist in preparing financial plans, reports, and documentation. - ... 2 years of experience in the financial services industry. - Fluent in ...
2 days ago
... committed to providing expert financial planning and wealth management solutions to their ... Key Responsibilities: - Assist in preparing financial plans, reports, and documentation. - ... 2 years of experience in the financial services industry. - Fluent in ...
17 days ago
... 5 years experience as a Wealth Manager in the Financial Services Industry Bcom | Relevant ... Tertiary Education required Certified Financial Planner | CFP RE 5 Completed Proficient ...
20 days ago
... service environment RE5 and / or Wealth Management qualification NQF level 5 (advantageous ...
a month ago
... in a compliance function in the financial services with working knowledge of ... and building strong relationships with financial advisors. Providing clear and accessible ... and provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review ...
a month ago
Description: Business Development Consultant Cape Town Our financial Services client is looking for ... a Business Consultant / Business Development Consultant with ...
8 days ago
Description: Business Development Consultant Cape Town Our financial Services client is looking for ... a Business Consultant / Business Development Consultant with ...
13 days ago
... Communication Interpersonal skills: The Training consultant will work with a variety ... runs smoothly. Financial proficiency: This includes explaining financial processes to ... non-financial individuals and answering ...
a month ago
Description: Bookkeeper / Migration Consultant (POS24015) Somerset West R 20 ... migration activities. Requirements Grade 12 Financial qualification (Certificate, Diploma or ... information from a previous financial system onto our financial system Build client ...
2 days ago
Description: Bookkeeper / Migration Consultant (POS24015) Somerset West R 20 ... migration activities. Requirements Grade 12 Financial qualification (Certificate, Diploma or ... information from a previous financial system onto our financial system Build client ...
15 days ago
Description: Bookkeeper / Migration Consultant (POS24015) Somerset West R 20 ... migration activities. Requirements Grade 12 Financial qualification (Certificate, Diploma or ... information from a previous financial system onto our financial system Build client ...
15 days ago