... service providers. Client Assistance: Assist financial planners in servicing new and ... 12 (Matric) Industry experience in financial services is required. A post- ... in a professional and growth-oriented financial services environment. Supportive and collaborative ...
27 days ago
... role. Assist Client Portfolio Managers with investment proposals and portfolio ... to study further (e.g., postgraduate financial planning or investment management). Ambition ... to qualify as a Certified Financial Planner (Advantageous). Strong time management ...
27 days ago