paraplanner to assist with all wealth management planning and advice related activities on an initial and experience in the financial planning industry, Proficiency in financial planning software and analysis tools
paraplanner to assist with all wealth management planning and advice related activities on an initial and experience in the financial planning industry, Proficiency in financial planning software and analysis tools
when required as well as handling maintenance planning, and breakdowns and ensuring all procedures related
tertiary qualification, completed PGD in Financial Planning and RE 5 as well as licensed for Category 1 FSP
tertiary qualification, completed PGD in Financial Planning and RE 5 as well as licensed for Category 1 FSP
marketing activities Create and implement marketing plans through the line, including digital and social media
marketing activities Create and implement marketing plans through the line, including digital and social media