A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th
A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th
Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client ongoing feedback to the team. Preparation & maintenance of client files Ensure completeness of client
Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client ongoing feedback to the team. Preparation & maintenance of client files Ensure completeness of client
Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. • Open to other tertiary Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. • Open to other tertiary
Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. • Open to other tertiary Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. • Open to other tertiary