people RESPONSIBILITIES Regardless of their specialization, all financial planners have the same objective: professionalism and integrity. Financial planners need both strong interpersonal and analytical skills DUTIES Meet with clients to discuss their financial needs Recommend investments to clients Financial planners
people RESPONSIBILITIES Regardless of their specialization, all financial planners have the same objective: professionalism and integrity. Financial planners need both strong interpersonal and analytical skills DUTIES Meet with clients to discuss their financial needs Recommend investments to clients Financial planners
the qualities we seek. Regardless of their specialization, all financial planners have the same objective:
the qualities we seek. Regardless of their specialization, all financial planners have the same objective:
financial journey. They will adapt to changing needs and help maintain and grow the client's finances evaluating the client's financial needs, investment opportunities, and insurance needs. Develop client pipelines Recommend financial solutions based on client needs. Completed post matric finance related qualification
financial journey. They will adapt to changing needs and help maintain and grow the client's finances evaluating the client's financial needs, investment opportunities, and insurance needs. Develop client pipelines Recommend financial solutions based on client needs. Completed post matric finance related qualification