... on boarding process. Provide financial planning advice while being supervised ... markets, tax planning, and financial regulations. Handle client queries and ... ). Ambition to qualify as a Certified Financial Planner (Advantageous). Strong time management and ...
19 days ago
... providers. Client Assistance: Assist financial planners in servicing new and existing ... 12 (Matric) Industry experience in financial services is required. A post- ... a professional and growth-oriented financial services environment. Supportive and collaborative ...
19 days ago