A completed Postgraduate Diploma in Financial Planning (PGDFP) would be advantageous. An in-progress wealth investment advisory and planning, financial planning and estates planning. Valid driver's license. 5-10
travel arrangements (for team) Possess strong planning and organizational skills; excellent time management
further strategies • Create a PR Strategy • Present plans and findings to management. • Possess the ability
Liaises with the executive members of clients at the planning, during and concluding stages of an audit engagement
further strategies • Create a PR Strategy • Present plans and findings to management. • Possess the ability
Able to manage pressure and can effectively adjust plans to meet changing needs/demands. Changes his/her relationships with others. Accepts changes to task, plans and procedures in alignment with strategic direction
achievement Develop and implement strategic sales plans to achieve company goals and targets. Lead and motivate
with accreditation standards. Provide support in planning and executing training events and workshops Requirements:
with accreditation standards. Provide support in planning and executing training events and workshops Requirements: