new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office responsible for administrative support for the Financial/Investment Advisors within the team, and includes CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective action and advisory record keeping as per applicable financial services legislation, ensuring that all investment
portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash statement: income and expenditure statements and financial cash flow forecast for review by FP Identify areas technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process and coordinate review documentation including; financial planning and portfolio review as per the Annual requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages Ability to effectively
portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash statement: income and expenditure statements and financial cash flow forecast for review by FP Identify areas technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process and coordinate review documentation including; financial planning and portfolio review as per the Annual requirements for the Post Graduate Diploma in Financial Planning Diploma. Languages Ability to effectively
new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office responsible for administrative support for the Financial/Investment Advisors within the team, and includes CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective action and advisory record keeping as per applicable financial services legislation, ensuring that all investment
investment space required and articles covering Financial Services preferred. Please note: only shortlisted
investment space required and articles covering Financial Services preferred. Please note: only shortlisted
investment space required and articles covering Financial Services preferred. Please note: only shortlisted
investment space required and articles covering Financial Services preferred. Please note: only shortlisted