office and team within the financial sector. We require an Associate Financial Planner who is passionate CFP would be beneficial. • No work experience is required but loads of passion for holistic financial planning
dynamic team. Service Excellence – Provide the required service to clients as per the SOP Deal with external all enquiries received internally and externally Required to work after hours / weekends when necessary
dynamic team. Service Excellence – Provide the required service to clients as per the SOP Deal with external all enquiries received internally and externally Required to work after hours / weekends when necessary
achieve set goals Documenting and analysing the required information and data to produce reports Successful financial information and translate them into BEE requirements. Effective problem solving skills. Capable of
achieve set goals Documenting and analysing the required information and data to produce reports Successful financial information and translate them into BEE requirements. Effective problem solving skills. Capable of
would match company products and eligibility requirements. Develop strong pipeline of good quality projects/transactions Proficiency in French or Portuguese is not a requirement but would be advantageous. Excellent cross-cultural markets BEHAVIOURAL COMPETENCIES The incumbent is required to have the following Behavioural competencies:
would match company products and eligibility requirements. Develop strong pipeline of good quality projects/transactions Proficiency in French or Portuguese is not a requirement but would be advantageous. Excellent cross-cultural markets BEHAVIOURAL COMPETENCIES The incumbent is required to have the following Behavioural competencies: