detail-oriented professional with a passion for financial planning?
An exciting opportunity awaits you
of 3-5 years experience and knowledge in Financial Planning life, investments, estate planning, budgeting
budgeting.
A love of Financial Planning and helping people make their financial lives better.
RE
/>Postgraduate Diploma or B.Com Honours in Financial Planning or B.Com.
Salary: R 360 000 -
division, you will play a crucial role in financial planning, reporting, and strategic decision-making
/>Other duties include:
be responsible for providing personalized financial planning services to our clients. This includes assessing and objectives, and developing comprehensive financial plans to help them achieve their goals. You will as well as monitoring and reviewing their financial plans on a regular basis. This role is a hybrid role
be responsible for providing personalized financial planning services to our clients. This includes assessing and objectives, and developing comprehensive financial plans to help them achieve their goals. You will as well as monitoring and reviewing their financial plans on a regular basis. This role is a hybrid role
solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous),
and your ability to analyze financial data, you will create customized plans tailored to each client's financial situations and develop comprehensive financial plans to achieve their goals Conduct thorough analyses renewal Monitor and evaluate clients' financial needs and adjust plans accordingly Keep up-to-date with industry and manage multiple tasks Proficiency in financial planning software and Microsoft Office Suite Minimum
and your ability to analyze financial data, you will create customized plans tailored to each client's financial situations and develop comprehensive financial plans to achieve their goals Conduct thorough analyses renewal Monitor and evaluate clients' financial needs and adjust plans accordingly Keep up-to-date with industry and manage multiple tasks Proficiency in financial planning software and Microsoft Office Suite Minimum
leadership to develop long and short-term financial plans
information, contributing to the strategic financial planning of the company.
Finance and will be responsible for overseeing financial planning, budgeting, and forecasting to ensure the