responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive Business (COB) – Long Term and Investments Financial Planning on commercial and personal short-term insurance
expenses and liabilities) Create personalized financial plans for clients derived from detailed analysis information needed to develop a financial plan and review financial plans regularly. Educate clients in
ations:
BCom Degree, Financial planning, Investments, Finance and wealth
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reports
experience. An all-round knowledge of the Financial Planning Industry RE Exams and knowledge of statutory
experience. An all-round knowledge of the Financial Planning Industry RE Exams and knowledge of statutory
Audit files
Leadership to coordinate functions in Strategic Financial Planning | Financial Team Management | Administrative