recommending, and implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission
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
Financial Management: Oversee budgeting, financial planning, and ensure profitability and sustainability
investments and retirement products) Customize financial plans according to clients changing needs Present
investments and retirement products) Customize financial plans according to clients changing needs Present
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
Establish long-term relationships with clients Financial planning for clients Education Matric Wealth Management