conducting full needs analysis, financial planning and estates planning. Valid driver's license. 5 years' experience
conducting full needs analysis, financial planning and estates planning. Valid driver's license. 5 years' experience
conducting full needs analysis, financial planning and estates planning. Postgraduate Diploma in Financial Planning
advisory and planning, financial planning and estates planning. Class of Business training completed
-Full Financial Accounting functions for Property / Estate Agency Group (Including VAT, Payroll, Debtors &
needs. This will include specialist areas such as Estate Planning and Business Assurance. Implement the
needs. This will include specialist areas such as Estate Planning and Business Assurance. Implement the
needs. This will include specialist areas such as Estate Planning and Business Assurance.
Provide expert financial advice, retirement planning, estate planning, and tax planning. - Offer investment Provide expert financial advice, retirement planning, estate planning, and tax planning. - Offer investment Provide expert financial advice, retirement planning, estate planning, and tax planning. - Offer investment
secretarial services, management of deceased estates, registrations of companies and trusts, due diligence