Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.
Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken compliance and advice documents. Risk / insurance (long-term insurance): Review customers risk coverage
Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken compliance and advice documents. Risk / insurance (long-term insurance): Review customers risk coverage
FAIS minimum experience requirements in respect of long-term insurance products
Must not have been
professional development)
Completed supervision for long-term insurance categories
Fully computer literate
FAIS minimum experience requirements in respect of long-term insurance products Must not have been declared professional development) Completed supervision for long-term insurance categories Fully computer literate
FAIS minimum experience requirements in respect of long-term insurance products Must not have been declared professional development) Completed supervision for long-term insurance categories Fully computer literate
market that will allow you to develop your career long term. Job Experience & Skills Required: CA(SA)
market that will allow you to develop your career long term. Job Experience & Skills Required: CA(SA)
financial Degree or Diploma (Preferred)
A valid Drivers License
Minimum 3 years of RECENT Accounting
Certificates (Matric/Financial)