Qualified CFP

Job Listing No: 9740000

Qualified CFP

Sandton, Johannesburg – Our client based in Sandton is looking for a Qualified CFP. Will be required to back up the advice process for the senior advisor and cover the administration. Must be fluent in Afrikaans and English. All administration, receive client calls and handle client queries, adhoc tasks, manage diary of senior advisor, help set up client events, as well as being competent and qualified enough to back up advice process for the senior advisor The advice process will be to help manage the advisors client base on instruction received from the advisor and NOT to want to be an external advisor to find their own clients or have to sell business. Able to receive a number of instructions from the advisor, ability to prioritise important issues and clients while also ensuring that no instructions go missing or are not done…. – Permanent – Full-time

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