To provide financial planning and investment advice to an existing client base, i.e. to identify clients investment and lifestyle needs and objectives and provide the most appropriate investment vehicle/portfolio for them, whilst identifying potential new business opportunities that include both life assurance and investments.
SKILLS REQUIRED FOR THIS POSITION
Preferable a Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments) NQF6.
And further studying towards CFP.
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