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Financial Planner Umhlanga
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Umhlanga Rocks
investment strategies, tax laws, and regulatory requirements. Analyze financial data, review clients' investment medical examinations, and all other documentation required for insurance underwriting. Continuously monitor Planning, Investments, Wealth Management Minimum requirements: NQF5, RE5, Class of Business Long Term (Non-negotiable) CFP candidates preferred Minimum of 3 -5 years experience (preferably in sales) Valid driver's
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