Keen to start growing in financial planning and move beyond the basic admin and support? Is this you You've kick started your career in financial planning and the part you enjoy most if the research and innovative firm that provides customised financial planning and investment services to retirement funds and inevitable. What you'll need This is financial planning so of course a completed CFP is first prize or towards your Postgraduate Diploma in Financial Planning and you need to have completed your RE 5. You
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you You've kick started your career in financial planning and the part you enjoy most if the research and innovative firm that provides customised financial planning and investment services to retirement funds and inevitable. What you'll need This is financial planning so of course a completed CFP is first prize or towards your Postgraduate Diploma in Financial Planning and you need to have completed your RE 5. You
be doing it You'll be joining a small financial planning brokerage, they are well-established and thriving thriving. They provide customised financial planning services to their clients. You'll be office based daily gained at least 2 years of experience in financial planning doing all the relevant administration and support Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least 2 of
be doing it You'll be joining a small financial planning brokerage, they are well-established and thriving thriving. They provide customised financial planning services to their clients. You'll be office based daily gained at least 2 years of experience in financial planning doing all the relevant administration and support Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least 2 of
play a pivotal role in supporting a financial planning practice. From conducting thorough financial needs You'll be joining an esteemed independent financial planning practice, based in professional offices in the ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it. Strong analytical
play a pivotal role in supporting a financial planning practice. From conducting thorough financial needs You'll be joining an esteemed independent financial planning practice, based in professional offices in the ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it. Strong analytical
independent firm that provides customized financial planning services to retirement funds and their members the technical admin at an independent financial planning firm. Matric is a minimum requirement and you
independent firm that provides customized financial planning services to retirement funds and their members the technical admin at an independent financial planning firm. Matric is a minimum requirement and you
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least