Certified Financial Planner Assistant/Articled
Gauteng, Sudáfrica
5d ago
source : jobomas

Be part of a vibrant, passionate client interfacing company. We are one of the largest, independent financial planning companies in South Africa.

Our aim is to find a skilled, determined and committed Articled Planner, who will support the lead Financial Planner in maintaining and developing the relationship with existing clients.

Help us empower our clients to retire successfully.Job specification- Salaried position cost to company with benefits, not commission earning-

Important Company technically competent advice- Assist planner with conducting financial planning meetings- Conduct financial planning modelling on financial planning tool-

Write minutes and financial plans and implement recommendations- Put together compliance advice documents.Qualifications-

Matric- Hons Financial Planning or Post Graduate Diploma in Financial Planning- Completed Professional Competency Exam Board Exam- CFP® status.

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