and presenting financial planning recommendations
Implementation of financial planning recommendations
Monitoring of financial planning and recommendations:
Preferred Qualities
communication and negotiation skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
experience. An all-round knowledge of the Financial Planning Industry RE Exams and knowledge of statutory
experience. An all-round knowledge of the Financial Planning Industry RE Exams and knowledge of statutory
will be responsible for assisting with the financial planning, budgeting, forecasting, analysis, reporting Controls. Team Leadership and development. Financial Planning and Analysis. Risk Management and Internal
required but loads of passion for holistic financial planning. (We will provide training) Market related
required but loads of passion for holistic financial planning. (We will provide training) Market related
Representatives NQF5 in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser
Representatives NQF5 in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser
Insurance.
Their approach to personal financial planning involves gathering comprehensive information
are financial forecasts based on historical data and market trends
financial freedom for you and your clients, The Financial Planning industry is just the thing for you Liberty