Wealth Planner

Recruiter:

CA Financial Appointments

Job Ref:

52326

Date posted:

Tuesday, April 13, 2021

Location:

Durban, South Africa

Salary:

Market related

SUMMARY:
A fantastic opportunity has become available for a Wealth Planner with a Financial Services client o

POSITION INFO:

A fantastic opportunity has become available for a Wealth Planner with a Financial Services client of mine, based in Durban. They are seeking someone who is a sales driven professional, with a passion for prospecting, advising and servicing a portfolio of high net worth individuals.

Responsibilities:

Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Respond to prospective customer queries about financial planning
Assist in the development plans for the company
Offer subject matter expertise to fellow Financial Advisors
Maintain awareness of latest legislative changes that may affect financial planning

Requirements:

Minimum 5 years experience as a financial advisor.
Experience in financial advice on investments.
RE5 Completed
CFP is advantageous

Please note that if you have not heard from us 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable financial roles.

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

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