require a qualified and experienced Financial Planner / Para Planner in the Helderberg area for a boutique Financial Requirements: Grade 12 CFP (Certified Financial Planner) Category I Category II FSB product registrations Evaluating of financial information Provide on demand financial advice to customers Correspond and liaise
service Flexible working hours subject to the demands of the business Position available immediately
service Flexible working hours subject to the demands of the business Position available immediately
Excel and PowerPoint are essential. This role demands independence, adaptability, and excellent organizational
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric
Setting: Maintain production quotas to meet business demands Efficiency Monitoring: Monitor production processes