Description: This position is for a financial advisor managing an existing portfolio ... : BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... ongoing financial advice to clients, in collaboration with the Wealth Planners, on ...
7 days ago
... years of relevant experience in financial services, with a strong focus on ... diploma in planning or Certified Financial Planner (CFP) (advantageous). Regulatory Exam 1 (RE ... Plans (VCPs) for top-performing financial advisors, focusing on achieving significant ...
28 days ago
... : BCom Post Graduation Diploma in Financial Planning CFP accreditation would be ... Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to ... compliance requirements; Assist the Wealth Planner in the identification of training ...
28 days ago
... Top 10 largest real estate franchise groups in South Africa. Job ... and reports with sales and financial data Ensure the availability of ...
a month ago
... . Stick to dealership procedures and franchise standards. Confirm payment methods and ... Process payments and ensure all financial documentation is completed accurately. Handle ...
a month ago
Description: This position is for a financial advisor managing an existing portfolio ... : BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... ongoing financial advice to clients, in collaboration with the Wealth Planners, on ...
a month ago