Internal Advisor: Financial Planning & Portfolio Support

A leading financial advisory firm seeks an Internal Advisor in Durban to provide technical and administrative support to financial advisors. Responsibilities include preparing financial plans, conducting research, managing proposal documentation, and assisting with client portfolio reviews. Candidates should have a relevant degree and a Post Graduate Diploma in Financial Planning. Strong communication skills and attention to detail are essential. This role offers an opportunity to work in a dynamic environment with ongoing professional development.
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