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Description
Key Responsibilities
The role is responsible for assisting senior advisers in providing financial advice to private clients in accordance with FAIS legislation and according to Investec's professional financial advice guidelines. The overarching objective is to offer holistic financial planning, which includes analysis of the client's financial affairs (including a risk analysis, pre- and post-retirement planning and intergenerational wealth planning); development of a financial plan for the client; solutioning for the client using Investec's life insurance and investment products; and ensuring that proper record keeping of advice is maintained
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Qualifications, Experience and Skills
Description
Experience, skill and capability
Description
Qualifications, Experience and Skills
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