CFP®, PGD Financial Planning, BComm
Availability: 2 months
Salary: R420 000 per annum
The candidate is a qualified CFP® with 3 years’ experience in Wealth Management. He has also gained experience in executing and implementing financial advice to clients and understanding their current and future needs. He has also gained experience in analysing and advising on different pension and provident funds and the different investment vehicles and solutions, as well as building strong relationships with his current and prospective client base.
For further details please contact your personal CA consultant, alternatively please email firstname.lastname@example.org
Ref No CPT-JP2-04/07/2018