Financial Planner

 

Recruiter:

The Recruitment Council

Job Ref:

Financial Planner

Date posted:

Tuesday, April 12, 2022

Location:

Durban, South Africa

Salary:

260 000


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:

Financial Manager
Location: Durban
Salary: 900000 Annually
financial Manager - Exciting Leadership Opportunity in Hammarsdale
3 days ago


Chief Financial Officer (CFO)
Location: Pietermaritzburg
Salary:
NPO  is looking to employ a highly skilled Chief financial Officer (CFO) to join their executive leadership team in Pietermaritzburg. This person will act as a strategic partner to the CEO and Board, overseeing all financial functions while ensuring the organisation’s long-term financial sustainability. The ideal candidate will not only be technically strong but also passionate about th...
5 days ago


Chief Financial Officer
Location: Pietermaritzburg
Salary:
6 days ago


Financial Manager
Location: Durban
Salary:
Calling all financial Managers in KwaZulu-Natal!
7 days ago


Financial Manager
Location: Durban
Salary:
Calling all financial Managers in KwaZulu-Natal!
7 days ago


Financial Planning & Analysis Accountant
Location: Durban
Salary: 500 000
Are you a CA(SA) looking for a fast-paced, unconventional role where you can combine your analytical strength with strategic influence? Step into a dynamic environment that rewards curiosity, commercial thinking, and forward-looking insight.
7 days ago


CHIEF FINANCIAL OFFICER - PIETERMARITZBURG, KZN MIDLANDS
Location: Pietermaritzburg, Kwazulu-natal
Salary: To be discussed
CHIEF financial OFFICER - PIETERMARITZBURG, KZN MIDLANDS
7 days ago


Financial Accountant
Location: Durban
Salary:
We’re always looking for talented finance professionals in the market — and right now, we’re connecting with financial Accountants who have completed their articles (SAIPA or SAICA) and are ready to step into a role where their technical expertise makes a real impact.
9 days ago


Financial Controller
Location: Durban
Salary: R17000
Our client, a energy supply company is looking to employ a financial Controller. The purpose of the role is to oversee the bookkeeping and administrative operations of all branches, providing support to our managers and employees.
9 days ago


Financial Manager
Location: Durban
Salary:
A leading spare parts company based in Durban is seeking an experienced and strategic financial Manager to join our management team. This role is ideal for a results-driven finance professional who can lead the financial operations, ensure strong financial controls, and support the business in achieving sustainable growth within a fast-paced automotive and industrial environment.
10 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