track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE
long-term relationships with clients
track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE5
track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE5
requirements Implements and manages functional area's financial plan and budget Prepares financial reports Checks
Management: Oversee budgeting, financial planning, and ensure profitability and sustainability
Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant
Must be FAIS compliant with a certificate in Financial Planning or an equivalent qualification with 120 relevant
Relevant tertiary qualification; B.Com in Financial Planning (Beneficial). Your Outputs (include but is
Relevant tertiary qualification; B.Com in Financial Planning (Beneficial). Your Outputs (include but is