ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
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
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation technical calculations Implement agreed actions post review Attend client meetings if required Academic field Satisfy the admission requirements for the Post Graduate Diploma in Financial Planning Diploma.
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation technical calculations Implement agreed actions post review Attend client meetings if required Academic field Satisfy the admission requirements for the Post Graduate Diploma in Financial Planning Diploma.
Experience Completed SAICA articles. ▪ Overall, 5 years post-article experience including audit principles. ▪ degree or alternatively a post graduate diploma. ▪ A minimum of 1 - 2 years' post-qualification experience
procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures approval of client onboarding • Technical queries: o assist advisory, fiduciary and consulting operations with
procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures approval of client onboarding • Technical queries: o assist advisory, fiduciary and consulting operations with