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Financial manager jobs in Sundumbili (3 jobs)

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A Paraplanner

  • Job Placements
  • Sundumbili
... clients. Review and maintain financial information using financial planning platforms (e.g., Elite ... and deadlines. Assist Wealth Managers in client meetings (initial ... client review reports and accurate financial plans. Conduct technical analysis (e.g., ...
11 days ago

Paraplanner (Pretoria)

  • Job Placements
  • Sundumbili
... clients. Review and maintain financial information using financial planning platforms (e.g., Elite ... and deadlines. Assist Wealth Managers in client meetings (initial ... client review reports and accurate financial plans. Conduct technical analysis (e.g., ...
11 days ago

Wealth Advisor Assistant

  • Job Placements
  • Sundumbili
... . Minimum of 3 years experience in a financial planning environment. Solid knowledge of ... risk and investment products and financial planning administration. Competency in MS ...
11 days ago
A Paraplanner Wealth Advisor Assistant

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