Parraplanner Manager CFP - Bellville
Salary Negotiable
Bellville, Western Cape
Bellville,
Western Cape
more than 14 days ago
22-03-2018 12:02:45 PM
08-05-2018 2:39:38 PM
Parraplanner Manager CFP (AA)
Bellville
R Neg
Integrated JSE-Listed Financial Service and Investment Group is looking for a qualified and experienced CFP to manage their Parraplanner Hub, manage junior partners and admin staff and assist junior financial advisors in structuring financial proposals for clients.
Qualifying Criteria
• B-Degree
• CFP
• Completed RE
• JSE Registered Trader experience
• Fully conversant with Futersight system
• Knowledge and understanding of: Financial Services and Products, Financial planning, Tax, Investments, Retirement and Estate Planning
Ability to communicate effectively, manage processes and people successfully and a high degree of analytical ability is required for this position.