Financial Advisor: Individual Financial Planning
Midrand - Full
An opportunity exists within our Company, for the above mentioned position, based in Midrand Gauteng. Purpose: The candidate should expand our individual retail book, offering services and products as per below: · Products – Death cover, Disability cover, severe illness, funeral cover, retirement annuities, preservation funds and discretionary investments. · Services – Financial Needs Analysis, Estate Planning, Wills, Retirement Planning, Investment Planning, and any other service that may be necessary in respect of client engagement relating to personal financial planning. It is imperative...
06-08-2015 - gumtree.co.za