Strategic Planning and Governance Provide input to the organisational strategy, as well as reviewing organisational activities and recommend corrective actions if necessary. Develop unit operational plans and align all activities undertaken in the unit to ensure
Requirements: Financial Services Industry. Understanding of FAIS and FICA legislation. 2-3 years in the financial services industry required. Relevant tertiary education or courses. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good
You will support the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office