ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co.za .
responsible for supporting and assisting financial planners.
With the long term goal of becoming providing recommendations and insight to financial planners for the planning process.
This is a full-time Financial Planner role at Liberty. As a Financial Planner, you will be responsible for
advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios in respect from clients in association with relevant Wealth Planner General administration: – Recording of all client
This is a full-time Financial Planner role at Liberty. As a Financial Planner, you will be responsible for
qualification (min.120 Credits NQF5/6) Certified Financial Planner (CFP) or similar would be to your advantage Understanding
system