/>Duties:
experience providing technical and administrative financial planning support to Advisers and senior management experience within a Financial Planning practice. Knowledge of Financial Planning principles including of the Financial Planning Industry, financial and insurance products, and financial planning concepts Experience in working with Elite Wealth's financial planning software would be an advantage, as well as 5 qualification or Relevant investment or financial planning degree or diploma. Valid driver's license
experience providing technical and administrative financial planning support to Advisers and senior management experience within a Financial Planning practice. Knowledge of Financial Planning principles including of the Financial Planning Industry, financial and insurance products, and financial planning concepts Experience in working with Elite Wealth's financial planning software would be an advantage, as well as 5 qualification or Relevant investment or financial planning degree or diploma. Valid driver's license
experience within a Financial Planning practice.
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
detail-oriented professional with a passion for financial planning?
An exciting opportunity awaits you
of 3-5 years experience and knowledge in Financial Planning life, investments, estate planning, budgeting
budgeting.
A love of Financial Planning and helping people make their financial lives better.
RE
/>Postgraduate Diploma or B.Com Honours in Financial Planning or B.Com.
Salary: R 360 000 -
to assist Financial Advisors with clients' Financial Planning, Investment and Retirement Proposals. The requires the gathering of client information, financial planning analysis, preparing client reports and assisting Financial Services Environment, focus on Financial Planning & Solutions to Clients Competencies: Financial Statements Experience working with Financial Planning Software Good written, telephonic and customer Financial Needs Analysis Understanding the 6-step Financial Planning Process Understanding the purpose of Financial
to assist Financial Advisors with clients' Financial Planning, Investment and Retirement Proposals. The requires the gathering of client information, financial planning analysis, preparing client reports and assisting Financial Services Environment, focus on Financial Planning & Solutions to Clients Competencies: Financial Statements Experience working with Financial Planning Software Good written, telephonic and customer Financial Needs Analysis Understanding the 6-step Financial Planning Process Understanding the purpose of Financial
you'll be doing it You'll be joining a small financial planning brokerage, they are well-established and and thriving. They provide customised financial planning services to their clients. You'll be office based gained at least 2 years of experience in financial planning doing all the relevant administration and your Matric and a qualification/diploma in financial planning is highly advantageous. You also need to with Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least