identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" laws and regulations (FAIS). Provide holistic financial advice utilizing the 6-step financial planning process developing financial solutions and product recommendations. Provides professional advice in the best interactions with clients whereafter they will offer financial advice and PFA product sets aligned to client needs
identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" laws and regulations (FAIS). Provide holistic financial advice utilizing the 6-step financial planning process developing financial solutions and product recommendations. Provides professional advice in the best interactions with clients whereafter they will offer financial advice and PFA product sets aligned to client needs
of financial information Provide on demand financial advice to customers Correspond and liaise with clients
Reference: SW003247-CLO-2 An opportunity exists with a company (based in Somerset West) in the local and international market environment for an experienced Accountant / Bookkeeper Essential duties and responsibilities include the following: Compile/maintain the year-end audit and reporting, half-ye