they cater to the Financial Planning industry. Ideally someone coming from the financial planning industry of the Financial Planning industry. Administrative experience as an assistant to a Financial Advisor Advisor. Good understanding of financial products (investments and life products). Proficient in Microsoft Word be an advantage. B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an using web-based software. Deliver exceptional service that exceeds the client' expectations Seeking proactive
they cater to the Financial Planning industry. Ideally someone coming from the financial planning industry of the Financial Planning industry. Administrative experience as an assistant to a Financial Advisor Advisor. Good understanding of financial products (investments and life products). Proficient in Microsoft Word be an advantage. B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an using web-based software. Deliver exceptional service that exceeds the client' expectations Seeking proactive
administration tasks. Reporting to Group Financial Director & Financial Manager Personality traits: Proactive
administration tasks. Reporting to Group Financial Director & Financial Manager Personality traits: Proactive