and presenting financial planning recommendations
Implementation of financial planning recommendations
Monitoring of financial planning and recommendations:
Preferred Qualities
communication and negotiation skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
requirements:
will be responsible for assisting with the financial planning, budgeting, forecasting, analysis, reporting Controls. Team Leadership and development. Financial Planning and Analysis. Risk Management and Internal
required but loads of passion for holistic financial planning. (We will provide training) Market related
required but loads of passion for holistic financial planning. (We will provide training) Market related
Representatives NQF5 in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser
Representatives NQF5 in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser
financial freedom for you and your clients, The Financial Planning industry is just the thing for you Liberty
track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE
financial freedom for you and your clients, The Financial Planning industry is just the thing for you Liberty