Financial Planning Manager

6 days ago


Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time
Key Responsibilities

Client Consultations

  • Conduct thorough client assessments to identify their financial goals and objectives
  • Develop personalized financial plans to meet clients' needs

Financial Planning and Advice

  • Provide comprehensive financial planning and investment advice to clients
  • Maintain accurate records of client interactions and plan progress


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