be responsible for providing comprehensive financial planning services to clients in the KZN Midlands region their financial needs, develop customized financial plans, and implement strategies to help them achieve analyze financial data to develop customized financial plans. Recommend investment strategies, taking into financial goals and market conditions. Implement financial plans by assisting clients with investment transactions certification preferred. Strong knowledge of financial planning principles, investment products, and tax
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SASA- Financial Planning Officer The South African Sugar Association (SASA) has a permanent vacancy for for a Financial Planning Officerbased in Mount Edgecombe. Reporting directly to the Banking and Treasury Treasury Manager, the Financial Planning Officer. Assuming responsibility for key treasury and financial financial functions required by the financial planning and treasury team. Duties and Responsibilities: Prepare in the presentation of their deliverables Financial, Planning, Officer, Accounting
practice under the Liberty brand Provide financial planning support to clients Cultivate strong client client relationships Prepare financial plans and check their accuracy Respond to prospective customer queries queries about financial planning Improve people's lives by making their financial freedom possible Maintain latest legislative changes that may affect financial planning Communicate with clients to learn about their
practice under the Liberty brand Provide financial planning support to clients Cultivate strong client client relationships Prepare financial plans and check their accuracy Respond to prospective customer queries queries about financial planning Improve people's lives by making their financial freedom possible Maintain latest legislative changes that may affect financial planning Communicate with clients to learn about their
existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations recommendations Oversee the administration of a financial planning practice, including but not limited to compliance
and presenting financial planning recommendations
Implementation of financial planning recommendations
Monitoring of financial planning and recommendations:
Preferred Qualities
communication and negotiation skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations recommendations Oversee the administration of a financial planning practice, including but not limited to compliance
existing business; Developing and presenting financial planning recommendations and/or alternatives to clients; implementation of financial planning recommendations; The monitoring of the financial planning recommendations; recommendations; Oversee the administration of a financial planning practice, including but not limited to compliance
business
Developing and presenting financial planning recommendations and/or alternatives to clients
To implementation of financial planning recommendations
The monitoring of the financial planning recommend recommendations
Oversee the administration of a financial planning practice, including but not limited to compliance