financial planning to high-net-worth clients. A CFP designation is essential, along with strong sales
one and/or have a post-graduate qualification, (A CFP or similar) we are looking forward to receiving your
raduate qualification a requirement, preferably CFP
Postgraduate qualification a requirement, preferably CFP Ability to work independently, attention to detail
Postgraduate qualification a requirement, preferably CFP Ability to work independently, attention to detail
Postgraduate Degree in Financial Planning.
Financial Advisors with administrative tasks.
financial planning principles and investment strategies CFP or diploma in Financial Planning advantageous Strong
graduate qualification a requirement, preferably CFP •Computer literacy (intermediate): MS Office suite
financial planning principles and investment strategies CFP or diploma in Financial Planning advantageous Strong