Requirements
ong>My client who is an independent specialist broker focusing on Trade Credit is seeking a hands on
Post Graduate Degree in Financial Planning with CFP status RE5 Experience: Min of 5 years' experience
candidate will be assisting a senior Discovery broker in Paraplanning, servicing his existing clients and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle
candidate will be assisting a senior Discovery broker in Paraplanning, servicing his existing clients and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle
cal queries & Broker support on Technical issues
towards a full CFP qualification
fund management and liquidity. Studying towards CFP would be an advantage. Minimum requirements: Knowledge advantage. B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an advantage
fund management and liquidity. Studying towards CFP would be an advantage. Minimum requirements: Knowledge advantage. B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an advantage
marketing team and coordinate training and other broker functions. Matric Post Graduate B.Comm, Engineering Stats Preparation: Broker Premium consolidation Broker information consolidation Broker target consolidation consolidation Broker area distribution Marketing Training: Powerpoint Presentation preparation Research for Marketing