Tied Advisor Role Purpose Engage with prospective clients to understand their financial needs. Provide financial products that align with the clients' financial requirements. Accurately record client information, produce records requirements: 2 Years industry Experience RE5 Wealth management NQF5 COB Requirements: • Retail Pension Fund
Tied Advisor Role Purpose Engage with prospective clients to understand their financial needs. Provide financial products that align with the clients' financial requirements. Accurately record client information, produce records requirements: 2 Years industry Experience RE5 Wealth management NQF5 COB Requirements: • Retail Pension Fund