planning Liaise with the client re: updates of personal particulars/banking details. Compile tax calculations income, business income, medical aid expenses, retirement annuity deductions and asset & liability
essential. Would only suit someone with a strong personality, be able to lead and manage a team effectively
required and previous experience.) Strong peoples person Analytical Strong admin and computer literacy skills
SKILL AND BACKGROUND REQUIREMENTS: Strong peoples person Analytical Strong admin and computer literacy skills
their needs. We focus on helping you reach your personal and professional goals by connecting you to your
their needs. We focus on helping you reach your personal and professional goals by connecting you to your
/ powerpoint advantageous. Behavioural skills: Personal effectiveness. Team leadership Works well in a
relationships. Client Consultations: Meet with clients in person, conduct detailed financial needs analyses, and
relationships. Client Consultations: Meet with clients in person, conduct detailed financial needs analyses, and
marketing and sales programs.
Personal qualities & behavioral traits
Essential Skills
Position Competencies: