stock that is at risk of becoming obsolete for Planners in production runs on weekly basis Managing stock
field. 2. Certification as a Certified Financial Planner (CFP) or working towards obtaining this certification
financial planning administration or as a Financial Planner with solid investment and retirement product knowledge
financial planning administration or as a Financial Planner with solid investment and retirement product knowledge
bodies – where applicable. •Certified Financial Planner qualification preferred, FAIS qualifications an
Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville
reporting etc.).
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to