preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with Company's preferred financial planning tools. Pass competence assessment by Business Development Managers and planning fundamentals and product knowledge. Competencies Computer skills: Microsoft Office (Excel, Word confidentiality. Qualifications and Experience Passed the competency of a Partner Assistant within the company. 4-5
within the business. Assist in maintaining the competency register Reporting: Analyse all advice audit Knowledge and understanding of financial services Competencies, skills and attributes Excellent verbal and
within the business. Assist in maintaining the competency register Reporting: Analyse all advice audit Knowledge and understanding of financial services Competencies, skills and attributes Excellent verbal and
global reach and team size. Qualifications and Competencies • SAIPA accredited or eligible to register;
Honours degree advantageous SKILL SET AND DESIRED COMPETENCIES Excellent command of English language Excellent
Honours degree advantageous SKILL SET AND DESIRED COMPETENCIES Excellent command of English language Excellent
Group and Industry regulatory requirements. Competencies: Minimum 5 years' experience as a Broker Consultant