(HNW) and complex client needs, developing financial planning principles, a hierarchy of advice, and a and complex client needs.
Performance Monitoring
Financial Management: Oversee budgeting, financial planning, and ensure profitability and sustainability
investments and retirement products) Customize financial plans according to clients changing needs Present
investments and retirement products) Customize financial plans according to clients changing needs Present
Relevant tertiary qualification; B.Com in Financial Planning (Beneficial). Your Outputs (include but is
Relevant tertiary qualification; B.Com in Financial Planning (Beneficial). Your Outputs (include but is
may be received by the Advisor/s and the Financial Planning Practice
Striving to assist your broker/s
Establish long-term relationships with clients Financial planning for clients Education Matric Wealth Management
Establish long-term relationships with clients Financial planning for clients Education Matric Wealth Management
Our international client, operating within the commercial transport solutions industry, currently seeks to appoint an experienced Workshop/ Branch Supervisor to join their in-demand business based in Pinetown, Durban. Interface with a staff compliment of - 15 Management of the workshop/ the DAF reta