you'll be doing it You'll be joining a small financial planning brokerage, they are well-established and and thriving. They provide customised financial planning services to their clients. You'll be office based gained at least 2 years of experience in financial planning doing all the relevant administration and your Matric and a qualification/diploma in financial planning is highly advantageous. You also need to with Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least
you'll be doing it You'll be joining a small financial planning brokerage, they are well-established and and thriving. They provide customised financial planning services to their clients. You'll be office based gained at least 2 years of experience in financial planning doing all the relevant administration and your Matric and a qualification/diploma in financial planning is highly advantageous. You also need to with Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at least
you'll play a pivotal role in supporting a financial planning practice. From conducting thorough financial You'll be joining an esteemed independent financial planning practice, based in professional offices in degree, ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it. Strong
you'll play a pivotal role in supporting a financial planning practice. From conducting thorough financial You'll be joining an esteemed independent financial planning practice, based in professional offices in degree, ideally with a Postgraduate Diploma in Financial Planning, or progressing towards achieving it. Strong
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You completed 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 completed degree and a Postgraduate Diploma in Financial Planning or CFP designation. You'll also need at least
independent firm that provides customised financial planning and investment services to retirement funds