发布于 2026年10月10日 · 我们于 2026年10月18日 确认该职位仍然有效
这是您的公司吗？Bachelors degree. Postgraduate Diploma in Financial Planning. CFP® (Certified Financial Planner) qualification. Completed Regulatory Examination (RE5). Full understanding of Investment Products, including but not limited to: Living annuities Life annuities Retirement annuities Preservation funds Discretionary investments Endowments Tax free savings investments Responsibilities: Maintain relationship with clients. Develop productive working relationships with colleagues and clients…
