Description:
- Providing financial planning, insurance, and investment services to clients
- Assessing client’s overall financial picture, and understanding their needs to devise an appropriate financial plan
- Ensuring client records are maintained and kept current
- Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
- Acting as a liaison between the client and other financial professionals
Requirements:
- Providing financial planning, insurance, and investment services to clients
- Assessing client’s overall financial picture, and understanding their needs to devise an appropriate financial plan
- Ensuring client records are maintained and kept current
- Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
- Acting as a liaison between the client and other financial professionals
- Financial Planning: 2 to 3 years
- Long Term Financial Planning: 2 to 3 years
- Must have RE5
- NQF 5 Financial planning
- Long term and short term
- Must have RE5
- NQF 5 Financial planning
- Long term and short term
22 Apr 2024;
from:
careers24.com