client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing that
qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding
Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville
qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding
qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding
reporting etc.).
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to