a Paraplanner to join their growing team in Cape Town. Clientele are high net worth individuals, corporates and trusts..., Finance or similar CFP® Professional or Postgraduate Diploma in Financial Planning and FPI Competency Exam - complete...
A new opportunity has arisen within our client's Financial Planning team. The Paraplanner will provide crucial..., with a preference for CFP. Proficiency in MS Office (intermediate to advanced Excel skills). Strong organizational skills...
A new opportunity has arisen within our client's Financial Planning team. The Paraplanner will provide crucial... for CFP. Proficiency in MS Office (intermediate to advanced Excel skills). Strong organizational skills, with attention...
is advantageous Certified Financial Planner CFP® is advantageous Strong analytical and problem-solving skills Excellent written...
Financial Planner CFP® is advantageous Strong analytical and problem-solving skills Excellent written and verbal communication...
Financial Planner CFP® is advantageous Strong analytical and problem-solving skills Excellent written and verbal communication...
Financial Planner CFP® is advantageous Strong analytical and problem-solving skills Excellent written and verbal communication...
and portfolio analysis experience Must be a Holder of or working towards a CFP certification Strong Microsoft Office suite (excel...