be doing it You'll be joining a small financial planning brokerage, they are well-established and thriving thriving. They provide customised financial planning services to their clients. You'll be office based daily gained at least 2 years of experience in financial planning doing all the relevant administration and support Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least 2 of
be doing it You'll be joining a small financial planning brokerage, they are well-established and thriving thriving. They provide customised financial planning services to their clients. You'll be office based daily gained at least 2 years of experience in financial planning doing all the relevant administration and support Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least 2 of
play a pivotal role in supporting a financial planning practice. From conducting thorough financial needs You'll be joining an esteemed independent financial planning practice, based in professional offices in the ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it. Strong analytical
play a pivotal role in supporting a financial planning practice. From conducting thorough financial needs You'll be joining an esteemed independent financial planning practice, based in professional offices in the ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it. Strong analytical
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least
develop and drive the implementation of strategic plans, ensuring the vision and mission are articulated high-performing teams and ensuring succession planning. You are skilled in conflict management, business
independent firm that provides customised financial planning and investment services to retirement funds and
high-quality standards. You'll develop detailed project plans, manage project teams, and negotiate rates with
international roots that values its small team and plans to just keep growing. Joining them means being part