Financial Planner

 

Recruiter:

The Recruitment Council

Job Ref:

Financial Planner

Date posted:

Tuesday, April 19, 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.


 

 

 

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