Retail Financial Planning Consultant
May - Part
Only candidates that can provide financial advice unsupervised may apply for this role. Job Description To assist Financial Planning Consultants in segmented Corporate accounts and with marketing the services of the Financial Planning Division with, inter alia, wellness days, retirement seminars, on-site consulting etc. Where necessary, to provide holistic financial planning advice to clients, by identifying their investment and lifestyle needs and objectives and to identify new business opportunities within existing and potential client bases. To help develop and implement strategies and...
18-08-2014 - gumtree.co.za