... a portfolio of clients, provide ongoing financial planning support, and develop new business ... required Minimum 3 years experience in a Financial Planning role Proficiency in Microsoft Excel ...
25 days ago
... experience as a Financial Advisor / Broker / Planner within a financial services provider, ... advantageous. Skills & Competencies Strong financial planning and analytical skills. Excellent interpersonal ... (MS Office, CRM systems, financial planning tools).
17 days ago
... prospective clients to understand their financial - Sell products that align ... with the clients financial - Accurately record client information ... and Postgraduate in Financial Planning ideal - A proven, advice-led financial adviser (CFP® ...
18 days ago