Investment strategies, tax laws, and regulatory requirements Qualifications: BCom Degree, Financial planning
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
“Almost every successful person begins with two beliefs: The future can be better than the present and, I have the power to make it so.” Start the New Year with a career change and become a part of Liberty Life, a leader in financial services. Our intense training and development will take your
Regardless of their specialization, all financial planners have the same objective: to help their clients details of their finances and earning that trust requires passing rigorous exams and holding yourself to standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical needs Recommend investments to clients Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership your client base. This is a FAIS role Minimum Requirements: Matric 2 years Sales experience RE 5, FAIS Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co.za .
reach favorable price bargain. Evaluate funds required to provide students grants for education. Organize retirement planning and investment. Minimum Requirements : Grade 12 minimum, tertiary qualification will reliable car Further to meeting all the minimum requirements, the following criteria would be essential:
Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service Mondays to Fridays, 08:00 to 16:30. Minimum Requirements: 2 years working experience within the same tasks delegated, comply with all job-related requirements and standards of the POPI Act FIC Act FAIS Act messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use
Investment strategies, tax laws, and regulatory requirements Qualifications: BCom Degree, Financial planning