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Estate Practitioner

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  • Date Listed 14/06/2018
  • Job Type Full-Time
  • Company Website
  • Company Name IPA ADVISORY
  • Education Level Diploma

Job Snapshot :

1) Full-Time

2) 'A' Levels/ Diploma

Job Description :& Responsibilities :

1) Specialised in the area of Financial Planning. High income, driven, outspoken, positive and job satisfaction

2) Provide a scope of financial solutions to potential clients

3) Help clients to draft their will & trusts.

4) To ensure assets & inheritance are given to the intended beneficiaries with least cost and time involved

We will put you through adequate training whereby you will attain the respective accreditations required by the regulatory bodies, acquire sales skills, build technical competencies, and hone your relationship management skills. Good payout depends on the age egibility.

Job Requirements :

1) Be service-oriented with good communication skills

2) Goal-oriented

3) Strong drive and determination

4) Able to re-act fast and make quick decision