JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE - CAPE TOWN
Job summary
One of our
exciting vacancy for the position of Financial Planning Associate. The main objective of this role is
retirement, as well as tax in the context of financial planning.
Key areas of responsibility:
3. Prepare Financial Planning Proposals
Ensure proposals are prepared
degree
Postgraduate Diploma in Financial Planning
CFP® (Certified Financial Planner)
Regulatory
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