FINANCIAL PLANNER | DURBAN NORTH

Join this established boutique wealth firm at their Durban North offices as a Financial Planner.

The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term.

Grow and maintain existing client relationships, source new clients. 

Maintain, Service & provide holistic financial planning advice to an existing book of high net-worth clients.

Ensure all FAIS and FICA compliance requirements are met

Requirements:

2 years’ experience in a Wealth Management / Financial Advisory firm 

Solid exposure to Investments , Wealth & Risk Portfolios 

Fit and proper