including retirement, tax, legacy, and business planning Provide sound, comprehensive financial advice every interaction Construct personalised financial plans that aims to achieve the financial goals of clients tolerance, or other elements to build a financial plan; and implement the necessary steps for creating
which is a long-term contract/ Perm position with offices in Bryanston offering a cost to company salary
budgets and forecast demand. Proficient in Microsoft Office Suite and database management. Exceptional negotiation
Ensuring that all deal files are dropped off at the offices and all documents are kept in client files. Ensuring
Ensuring that all deal files are dropped off at the offices and all documents are kept in client files. Ensuring
updates and reports Accurate feedback and skill up plan Grade 12 Degree/Diploma: Human Resources MS Excel-
updates and reports Accurate feedback and skill up plan Grade 12 Degree/Diploma: Human Resources MS Excel-
sector, has a strong presence in South Africa with offices in Bryanston. With a focus on solar and utility-scale
accurate, complete and consistent for correct planning. Fix the basics: Owner to ensure master data for
accurate, complete and consistent for correct planning.