FINANCIAL PLANNER

 

Recruiter:

The Recruitment Council

Job Ref:

FINANCIAL PLANNER

Date posted:

Friday, April 8, 2022

Location:

Durban, South Africa

Salary:

240 000 - R340 000


SUMMARY:
FINANCIAL PLANNER

JOB DESCRIPTION:

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

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

Maintenance Planner (Pragma Systems)
Location: Durban
Salary:
9 days ago


Junior Financial Analyst
Location: Durban
Salary: 450000 Annually
If you’re analytical, curious, and ready to grow, this is your moment - apply today.
2 days ago


Financial Manager
Location: Durban
Salary:
Are you a recently qualified or early-career CA(SA) ready to step into a high-impact finance role within a fast-moving FMCG environment?
2 days ago


Financial Accountant
Location: Durban
Salary:
Are you a hands-on Accountant who thrives in a fast-paced, operational environment? This role offers the opportunity to work closely with plant operations, influence cost control initiatives, and play a key role in financial reporting and compliance within a manufacturing setting.
2 days ago


Junior Financial Analyst
Location: Durban
Salary:
Are you a detail-driven finance professional who enjoys analysing numbers, spotting trends, and supporting commercial decision-making? This is an exciting opportunity for a Junior financial Analyst to gain exposure to franchise operations, business reviews, and executive reporting within a structured, fast-paced environment.
2 days ago


CHIEF FINANCIAL OFFICER
Location: Pietermaritzburg, Kwazulu-natal
Salary: To be discussed
CHIEF financial OFFICER
2 days ago


Junior Financial Analyst
Location: Durban
Salary: 450000 Annually
If you’re early in your finance career and ready to move beyond pure reporting, this is a solid next step. This junior role offers exposure to commercial analysis, operational finance, and real business decision-making.
5 days ago


Junior Financial Analyst
Location: Durban
Salary: 450000 Annually
If you enjoy figuring out why the numbers look the way they do (and not just reporting them), this might be your kind of role. This junior opportunity is for someone early in their finance career who wants real exposure to how businesses actually operate — not just month-end spreadsheets.
5 days ago


Financial Accountant
Location: Umhlanga
Salary:
Our client, a leading retailer, is searching for a financial Accountant in Umhlanga. The incumbent will offer support to the Group Reporting function through the preparation, analysis, review, and coordination of statutory, management, and consolidation reporting across the Group.
5 days ago


Regional Financial Manager
Location: Durban
Salary:
A prominent organization within the multi-site operational services sector is looking to appoint a seasoned Regional financial Manager, based in Durban North, to strengthen its finance leadership capability.
5 days ago


Create a free job alert for FINANCIAL PLANNER in Durban

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions