... : 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 ...
9 days ago
... in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management ... , Paraplanner, or Financial Advisory role. Verbal and ...
17 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 ...
5 days 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 ...
9 days ago
... e-filing. Income tax calculations. Drafting financial statements. Requirements: Matric with Accounting ... Accounting software experience essential (Xero Adviser certification) MS Excel - Intermediate (Pivot ...
26 days ago
Description: Independent investment management and wealth advisory business offering their services ... , risk profile Requirements: Qualification: BCom Financial Planning or Equivalent Be highly ...
a day ago