experience in Financial services, with exposure to Invetsments, Sales, Analysis, Financial planning, estate
experience in Financial services, with exposure to Invetsments, Sales, Analysis, Financial planning, estate
qualification. A completed Postgraduate Diploma in Financial Planning (PGDFP) would be advantageous. Written net wealth investment advisory and planning, financial planning and estates planning. Valid drivers licence understanding and knowledge of Financial Markets, Securities and Financial Instruments being Equities, Fixed
qualification. A completed Postgraduate Diploma in Financial Planning (PGDFP) would be advantageous. Written net wealth investment advisory and planning, financial planning and estates planning. Valid drivers licence understanding and knowledge of Financial Markets, Securities and Financial Instruments being Equities, Fixed
through the analysis of financial information such as bank statements, financial statements and management