financial plan and review financial plans regularly. Educate clients in areas such as budgeting, credit and management, insurance, saving and investing, education planning and retirement planning. Customize financial
wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals meetings that provide feedback and continued education opportunities Build and manage your professional
(both verbal and written). MINIMUM REQUIREMENTS: Educational: Matric / Grade 12 Degree in Finance / Management
and ensure timely closure of validation issues. Education: Matric Bachelor's degree in actuarial scienc
Pastel Sage, ms office, Sars e-filing A tertiary education in BAccounting or Bcom TBD
clients, offering ongoing support and advice. Educate clients on financial concepts, investment strategies
clients, offering ongoing support and advice. Educate clients on financial concepts, investment strategies
confidentiality and integrity. Required Qualifications: Education: Bachelor's degree in Finance, Business, Insurance
confidentiality and integrity. Required Qualifications: Education: Bachelor's degree in Finance, Business, Insurance
to staff) Minimum Requirements Matric Tertiary Education in related field Proficient in Microsoft Excel