office and team within the financial sector. We require an Associate Financial Planner who is passionate planning for our clients (Investment proposals, Financial Needs Analysis, Strategy documents, Calculations is required but loads of passion for holistic financial planning. (We will provide training) Market related
Banking industry has a contract vacancy for an Associate Financial Analyst.
The main purpose of this
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and chance to focus on just that without the client consultation side of things so no need for you to find clients prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
office and team within the financial sector. We require an Associate Financial Planner who is passionate planning for our clients (Investment proposals, Financial Needs Analysis, Strategy documents, Calculations is required but loads of passion for holistic financial planning. (We will provide training) Market related
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE - CAPE TOWN
Job summary
One of our
position of Financial Planning Associate. The main objective of this role is to prepare financial proposals
assist members with general enquiries where the financial advisors involvement is not required. You must
retirement, as well as tax in the context of financial planning.
Key areas of responsibility:
with colleagues and clients throughout the financial services environment, both within and outside of the
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and chance to focus on just that without the client consultation side of things so no need for you to find clients prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining
or Hybrid options available
Industry: Financial Services
Mandatory required documentation: Updated
12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent
as a representative rendering financial advice and intermediary services.
Computer Literate
Excellent
of new business
Gathering of financial data and setting financial objectives
Strong Analysing
/>Developing and presenting financial planning recommendations
Implementation of financial planning recommendations