queries about financial planning Improve people's lives by making their financial freedom possible Maintain Regulatory Exam (RE exam) (highly advantageous) Requirements: Laptop Clear credit record Clear criminal record Determination Previous sales track record advantageous Benefits: Career development and top-notch coaching to
queries about financial planning Improve people's lives by making their financial freedom possible Maintain Regulatory Exam (RE exam) (highly advantageous) Requirements: Laptop Clear credit record Clear criminal record Determination Previous sales track record advantageous Benefits: Career development and top-notch coaching to
solutions aligned with client's objectives and requirements. Matric Tertiary qualification not necessary beneficial Driver's License Vehicle Medical Aid Group Benefits The opportunity to study a National Diploma in
Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial events with Financial Planning Partners (when required). Host and entertain clients at marketing events essential); SharePoint XPlan; IWP and PGP (advantageous) Good verbal and written communications skills High energy and professional conduct are always expected and required. Time management: ability to manage time and tasks
appropriate financial models meeting specific requirements review, manage and amend financial models Perform business development and general project management REQUIREMENTS Graduated in 2022/2023 Mathematics Core Degrees: Strong in Mathematics Durban-based TECHNICAL SKILLS REQUIRED Strong financial Modelling skills Analytical and
role that demands and requires a hardworking and focused individual. Requirements and skills: Matric Finance
invoice and email to customer. Some customers require a quote. So you would add this to the beginning ESSENTIAL. Ability to work with Excel documents Requirements: Matric At least 2 years P/A or Secretarial invoice and email to customer. Some customers require a quote. So you would add this to the beginning ESSENTIAL. Ability to work with Excel documents Requirements: Matric At least 2 years P/A or Secretarial
Monitoring & controlling accruals Minimum Requirements: 3-5 years experience in similar position Completed