a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least 3 years of
three talented individuals to join their team as Brokers. This is an exciting opportunity to leverage your
Minimum Requirements
Requirements
Reference: NFR003565-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
Responsibilities:
Requirements
Post Graduate Degree in Financial Planning with CFP status RE5 Experience: Min of 5 years' experience
three talented individuals to join their team as Brokers. This is an exciting opportunity to leverage your
Build life business through an existing client base from the short term division developed over the past 25 years.
Analyze the clients current portfolio and make recommendations.
Provide advice to clients and recommend insurance products.
Provide intermediary services between insuranc