Honours in Investment Management • Working towards CFP would be beneficial. • No work experience is required
Honours in Investment Management • Working towards CFP would be beneficial. • No work experience is required
postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 2-3 years of relevant experience
postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 2-3 years of relevant experience
Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
FAIS Compliant with RE5 completed.
CFP will be advantageous.
Proven track record in
and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle
and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle
minimum of 4 years' experience working as an Analyst. CFP or CFA is highly advantageous. Due to the clients