Microsoft Word and Excel proficiency Systematic business problem solving skills. Exercises sound judgement and products in the Company. Grade 12 Diploma in business or related field (NQF 6) - desirable Understanding
conjunction with the Adviceworx Fiduciary partners) and Business Assurance. Implement the agreed solution for clients requirements. Review clients cover according to internal business procedures, or if client circumstances change candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant