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
required for clients who want to help with financial planning.
Specific duties and responsibilities
financial planners for the planning process.
Writing Financial
field.
Must have completed Certified Financial Planning CFP
Expectations
controls
Job costing
Treasury
Financial planning and budgeting
Risk management and
effectiveness.
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
orientation.
- Good understanding of financial planning and strategic management.
- Ability
results orientation. - Good understanding of financial planning and strategic management. - Ability to foster
insights get you warm and fuzzy? Bring your financial planning and analytical skills to this unique role focuses on facilitating strong financial performance through planning, monitoring and review. Although