Financial Planner Jobs in Hillcrest, Kwazulu Natal
Headhunters
Paraplanner
Headhunters
Hillcrest
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning planning. Understanding of FAIS and FICA legislation Financial planning fundamentals and product knowledge. Computer Responsible for full data update on XPlan, post the financial planning process with the client. Complete data data in the various company tools and CRM's. Financial Planning preparation & Client Reviews Complete
share this job on whatsappParaplanner Hillcrest
HeadhuntersHillcrest
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning planning. Understanding of FAIS and FICA legislation Financial planning fundamentals and product knowledge. Computer Responsible for full data update on XPlan, post the financial planning process with the client. Complete data data in the various company tools and CRM's. Financial Planning preparation & Client Reviews Complete
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