What you'll need You need to have gained at least 2 years of experience in financial planning doing all planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan
What you'll need You need to have gained at least 2 years of experience in financial planning doing all planning software. Experience working with at least 2 of the following platforms Glacier/Momentum/Sanlam/Allan
investment-related degree is required with at least 1-2 years' experience doing investment admin/processing
investment-related degree is required with at least 1-2 years' experience doing investment admin/processing
role, you need be a CA(SA) coupled with at least 2 years of operations experience gained in the investment