fundamental understanding of Financial Markets, Securities and Financial Instruments being Equities, Fixed and approaches used to meet client's varying financial objectives Rapid learning ability to understand recognized qualification. Post Grad Diploma in Financial Planning Completed RE5 FSP license as a representative ultra high net wealth advisory and planning, financial planning and estates planning. Valid Drivers License
experience in financial services with exposure to investments, sales, full needs analysis, financial planning in the industry
and environmental, health and security protocols Advising businesses on increasing energy efficiency and
and environmental, health and security protocols Advising businesses on increasing energy efficiency and
applicable prior to and post hearings. Consult and advise management and staff on labor relations issues
applicable prior to and post hearings. Consult and advise management and staff on labor relations issues
creditors, ensuring accurate financial records and efficient financial operations. Minimum Requirements: insurance, and prepaid expenses Enter relevant financial data into in-house Accounting Software Maintain insurance, and prepaid expenses Enter relevant financial data into in-house Accounting Software Maintain
selling techniques, either switches them from other financial institutions or to offer them a new home finance Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix 3. Identify the financial problems / challenges faced by the potential client Networking Relationship building People skills Financial calculations
selling techniques, either switches them from other financial institutions or to offer them a new home finance Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix 3. Identify the financial problems / challenges faced by the potential client Networking Relationship building People skills Financial calculations
or Bookkeeping