... on investment strategies, retirement planning, estate planning, and risk management, ... advice on investments, retirement planning, estate planning, and tax optimisation. Assess ... years experience in a Financial Planning role Proficiency in Microsoft Excel ...
23 days ago
... advantageous. Skills & Competencies Strong financial planning and analytical skills. Excellent interpersonal ... (MS Office, CRM systems, financial planning tools).
15 days ago
... team. Duties & Responsibilities Provide financial planning and advice to individual and ... understanding of investment products, estate planning, risk cover, and retirement solutions ...
29 days ago
... Compliant and Postgraduate in Financial Planning ideal - A proven, advice-led financial ...
16 days ago