preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner
essential ie. Death, Disability and Critical Cover needs
Estate Planning (in conjunction with the Company
provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the
Insurance (Death, Disability and Critical Cover) needs.
This will include specialist areas such as
and engage clients in order to better meet their needs
Monitor and report on the success and implementation
in a dynamic and fast paced environment so we'll need your leadership skills and experience. What you'll They work Monday to Friday, 8am to 5pm. What you'll need There are two possibilities with this role, we'll possibilities you'll need to have managed staff and have retail industry expeirence. You'll also need a clear understanding
essential ie. Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs Monitor and report on the success and implementation
essential ie. Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs Monitor and report on the success and implementation
financial reporting, and other related duties. You will need to have a strong analytical mind with excellent
learn new systems.
You will need the following documents when applying.
ensuring quick turnaround for operational reporting needs in line with changes required by the dynamic business dimensions to ensure that it is in line with reporting needs Being the key support for the implementation of
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance ntify, refine, clarify, and define the business need
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance ntify, refine, clarify, and define the business need