WEALTH PLAN PORTFOLIO ASSISTANT (DURBANVILLE)

 

Recruiter:

MPRTC

Job Ref:

CT003417/CC

Date posted:

Friday, June 18, 2021

Location:

Capetown, South Africa

Salary:

Neg


SUMMARY:
A leading property Investment Company has an opportunity available for a Wealth Plan Portfolio Assistant in DURBANVILLE

POSITION INFO:

Requirements

  • BCom degree (Finance, Accounting, Management Accounting)
  • 3 years working experience
  • Advanced Excel skills

Duties:

  • Prepare Wealth Plans and assist General Manager with daily tasks.
  • Comfortable to sit in consultations and present if necessary.
  • Comfortable with numbers and understanding cashflows

Disclaimer:  By submitting any Personal Information to MPRTC in any form you acknowledge that such conduct constitutes a reasonable unconditional, specific and voluntary consent to the processing and storing of such Personal Information by MPRTC and/or MPRTC’s clients and/or verification information suppliers. You voluntarily consent that for the purposes of future employment opportunities, thorough background screening which may include but will not be limited to criminal, fraud, ITC and employment reference checks maybe conducted. Should you not hear from us within 14 days, please consider your application as unsuccessful. You have the right to “Opt-Out” of electronic communications from us at any time and you also have the right to request us to delete your personal information by contacting us. 



 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

Paraplanner
Location: Cape Town
Salary: Monthly
Our client in the Financial industry is currently looking to employ Paraplanner | Senior assistant to Financial Advisors based in Bellville (Cape Town).Suitably qualified person with previous experience providing technical and administrative financial planning support to Advisers and senior management at established IFA.A wonderful career opportunity awaits you.
1 day ago


Financial Planning Partner Assistant (Half Day)
Location: Cape Town
Salary: Monthly
Our client in the Financial Services industry is currently looking to employ a Financial planning Partner assistant (Half Day) based in Bellville.A wonderful career opportunity awaits you.
15 days ago


Independent Financial Advisor
Location: Cape Town
Salary:
22 days ago


Product Specialist: Financial Advisory
Location: Cape Town
Salary:
Our client is looking for a Product Specialist: Financial Advisory, located in Cape Town.Purpose of the role: (Objective) The purpose of the Product Specialist is to focus on recruiting external brokers (advisors) and servicing them to grow our distribution network. They need to assist with fostering long-term relationships between brokers and their clients. The primary objective of this role is t...
26 days ago


Senior Accountant
Location: Cape Town
Salary: Market related
My client, a leading cloud-based accounting firm, is offering an exciting opportunity for a young an
1 day ago


Business Development Executive
Location: Capetown
Salary: 420000
Business Development Executive – R35k/month + com. + incentives – CT – Perm - Start asap – EE Candidates.
3 days ago


Provincial Manager
Location: Cape Town
Salary: Market related
MAIN PURPOSE OF THE JOB To plan, direct, lead and manage the provincial sales and marketing strategy for the business. This includes identification and management of all relevant stakeholders and brokers in the province. The primary purpose of the role to drive the growth of the companys Insurance products in the province and to increase the company's Insurance visibility in order to optimize...
4 days ago


Food & Beverage Manager | The Silo Hotel
Location: Cape Town
Salary:
4 days ago


Key Account Manager
Location: Blackheath
Salary:
7 days ago


Sales Consultant (Business Assurance)
Location: Cape Town
Salary:
8 days ago


Create a free job alert for WEALTH PLAN PORTFOLIO ASSISTANT (DURBANVILLE) in Capetown

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions