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
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised • B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physi
Newly qualified Chartered Accountants sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance roles. Strong academic profile and top ratings gained from a Big 4 accounting firm. Keen interest in the investment space required and articles covering Fina
Graduates sought for various Cape Town-based opportunities Degree from mainstream university required, honours advantageous. Passion for the investment industry and building a career in the field required. Full-time permanent positions with reputable firms. Various roles available. Degree from mains
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related Qualifications • Minimum requirement of a bachelor's degree which can be FAIS recognised • B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physi
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
This position is within the Retail Division of our client's business. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the cas
Newly qualified Chartered Accountants sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance roles. Strong academic profile and top ratings gained from a Big 4 accounting firm. Keen interest in the investment space required and articles covering Fina
Graduates sought for various Cape Town-based opportunities Degree from mainstream university required, honours advantageous. Passion for the investment industry and building a career in the field required. Full-time permanent positions with reputable firms. Various roles available. Degree from mains