The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve
Wealth Manager. Your qualifications should include CFP accreditation, and you should have a solid understanding
prospects to attain the Certified Financial Planner (CFP) title.
prospects to attain the Certified Financial Planner (CFP) title.
Requirements: Matric Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120
success Full training and development to achieve CFP qualification with Management support and assistance
success Full training and development to achieve CFP qualification with Management support and assistance
minimum requirments: Matric AND NQF Level 5 and / or CFP qualifications. 3-5 years' experience in the Employee
minimum requirments: Matric AND NQF Level 5 and / or CFP qualifications. 3-5 years' experience in the Employee
years of experience in wealth management.