financial planning to high-net-worth clients. A CFP designation is essential, along with strong sales
one and/or have a post-graduate qualification, (A CFP or similar) we are looking forward to receiving your
raduate qualification a requirement, preferably CFP
Postgraduate qualification a requirement, preferably CFP Ability to work independently, attention to detail
Postgraduate qualification a requirement, preferably CFP Ability to work independently, attention to detail
Postgraduate Degree in Financial Planning.
Financial Advisors with administrative tasks.
graduate qualification a requirement, preferably CFP •Computer literacy (intermediate): MS Office suite
financial planning principles and investment strategies CFP or diploma in Financial Planning advantageous Strong
graduate qualification a requirement, preferably CFP •Computer literacy (intermediate): MS Office suite