financial plans to achieve those goals. • Investment Management: Recommend suitable investment strategies and horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and proper requirements. • Client Relationship Management: Build strong, long-term relationships with clients Examination 5 for representatives CERTIFIED FINANCIAL PLANNER® Professional will be added advantage Negotiable
National Diploma in Financial Planning Flexibility of managing your own business
Demand Planner to join their Durban team. Incumbent will report into the Supply Chain Manager. The Demand Demand Planner will be responsible for all forecasting activities associated with customers and products products. The Demand Planner will create and maintain forecast models, incorporating business intelligence classification of product families at multiple levels and manage master data integrity to grant reliability of data (Macros & Visual basics) / MS Access Project management skills
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales Existing Clients: Annual new business Assets Under Management target -R35 million Scan client base and target Regulatory Examination (RE5) Certified Financial Planner® Professional will be added advantage A valid driver's
Demand Planner to join their Durban team. Incumbent will report into the Supply Chain Manager. The Demand Demand Planner will be responsible for all forecasting activities associated with customers and products products. The Demand Planner will create and maintain forecast models, incorporating business intelligence classification of product families at multiple levels and manage master data integrity to grant reliability of data (Macros & Visual basics) / MS Access Project management skills
documentation per client • Co-ordinate and plan client events, including all logistics, invitations and venue faxing etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
documentation per client • Co-ordinate and plan client events, including all logistics, invitations and venue faxing etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous
financial plans to achieve those goals. • Investment Management: Recommend suitable investment strategies and horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and proper requirements. • Client Relationship Management: Build strong, long-term relationships with clients Examination 5 for representatives CERTIFIED FINANCIAL PLANNER® Professional will be added advantage Negotiable
you have what it takes to succeed? As a Wealth Planner / Financial Advisor with Liberty, you'll have the clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales Existing Clients: Annual new business Assets Under Management target -R35 million Scan client base and target Regulatory Examination (RE5) Certified Financial Planner® Professional will be added advantage A valid driver's