staff. Professional certifications as a Chartered Accountant (CA). 5-10 Years relevant management experience
recognised • B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or recognised • B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or
recognised • B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or recognised • B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation
and analysis. Write detailed research reports and assist with forecasting projects. Identify and analyze
daily and clear notes updated on workflow system Assist the operations team leader to manage legal administration
daily and clear notes updated on workflow system Assist the operations team leader to manage legal administration
processing rules and working within the required SLA Assist other team members when necessary – provide cover
processing rules and working within the required SLA Assist other team members when necessary – provide cover