prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain needs analyses, and offer expert advice. Financial Security & Wealth Growth: Help clients achieve their Professional Practice Management: Cultivate long-term client relationships and manage your practice with Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain needs analyses, and offer expert advice. Financial Security & Wealth Growth: Help clients achieve their Professional Practice Management: Cultivate long-term client relationships and manage your practice with Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
entrepreneurs to join their dynamic sales force. We will assist you in setting up your financial practice within National Diploma in Financial Planning Flexibility of managing your own business
services firm committed to empowering individuals to secure their financial futures. With a track record of
services firm committed to empowering individuals to secure their financial futures. With a track record of
profession. As a financial adviser, you will: -Assist clients needs by conducting an in-depth financial
profession. As a financial adviser, you will: -Assist clients needs by conducting an in-depth financial
products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and about serving them as a dedicated relationship manager. Requirements: Matric Tertiary Qualification (preferable)
products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and about serving them as a dedicated relationship manager. Requirements: Matric Tertiary Qualification (preferable)
and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up