Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
Diploma in Financial Planning At least 3 – 5 years' experience in the Financial Planning industry Thorough Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan)) Own car essential
understand their financial aspirations and challenges on a personal level. Develop Customized Plans : Craft personalized clients with confidence and direction in their financial planning. Guide and Advise : Offer expert advice on
understand their financial aspirations and challenges on a personal level. Develop Customized Plans : Craft personalized clients with confidence and direction in their financial planning. Guide and Advise : Offer expert advice on
communication skills (written and verbal) • Financial planning at all levels Salary highly compedative and
qualification. A completed Postgraduate Diploma in Financial Planning (PGDFP) would be advantageous. An in-progress wealth investment advisory and planning, financial planning and estates planning. Valid driver's license
qualification. A completed Postgraduate Diploma in Financial Planning (PGDFP) would be advantageous. An in-progress wealth investment advisory and planning, financial planning and estates planning. Valid driver's license
communication skills (written and verbal) Financial planning at all levels When applying please include
Our client is looking for a Personal Assistant to join the team. Office premises are moving, so candidates need to be willing to travel. Email, diary / calendar assistance and communication. Taking or updating and distribution of minutes in various company meetings. Assist with the execution and coo
Our client is looking for a Personal Assistant to join the team. Office premises are moving, so candidates need to be willing to travel. Email, diary / calendar assistance and communication. Taking or updating and distribution of minutes in various company meetings. Assist with the execution and coo