Reference: CPT000515-CB-1 We require a qualified and experienced Financial Planner / Para Planner in the Helderberg area for a boutique Financial Services Firm. Minimum Requirements: Grade 12 CFP (Certified Financial Planner) Category I Category II FSB product registrations 3 years working experienc
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers
Responsibilities:
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers
addition, the post holder will liaise with financial advisors, investment companies, clients, and business