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Paraplanner Westville
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Westville
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s)
share this job on whatsappBusiness Enablement: Advice And Compliance Review Sandton
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to internal compliance requirements in Advisor offices. Including in-depth analysis of advice scores and Review: in conjunction with the external compliance officers audit Partner Directed Advice cases and large the relationship with the external compliance officers and analyse compliance reports received from them impact compliance management within the business. Assist in maintaining the competency register Reporting: Monitoring team tasks (advice monitoring and Compliance Officer tasks) to ensure that risks identified are remediated
Sandton
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to internal compliance requirements in Advisor offices. Including in-depth analysis of advice scores and Review: in conjunction with the external compliance officers audit Partner Directed Advice cases and large the relationship with the external compliance officers and analyse compliance reports received from them impact compliance management within the business. Assist in maintaining the competency register Reporting: Monitoring team tasks (advice monitoring and Compliance Officer tasks) to ensure that risks identified are remediated
Bookkeeper Sandton
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Budgeting Support: Collaborate with the finance team to assist in the preparation of budgets and forecasts. Monitor software (e.g., Sage X3, QuickBooks, Xero) and MS Office, particularly Excel. Knowledge of accounting principles
Financial Accountant Sandton
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client is looking for a financial accountant to assist their clients in unlocking and maximising the value various innovation incentives and grants. The front-office role requires the candidate to meet with clients
Digital Marketing Specialist Sandton
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software (e.g., Adobe Creative Suite, Canva) • Assist in developing and executing marketing campaigns
Shipping Specialist
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COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) •
Senior Business Development Manager Sandton
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You will also be expected to work with our back-office teams that are remote-first and distributed: we
Shipping Specialist Sandton
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COMPETENCIES • Excellent knowledge and use of Microsoft Office Applications (i.e. Word, Excel, and Outlook) •
National Sales Executive Midrand
Catch RecruitMidrand
conducting interviews with prospective students and assisting them throughout the application and registration monthly and annual interviews. Application Target • Assist students with the online application process during
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