Wealth Planner

 

Recruiter:

CA Financial Appointments

Job Ref:

52449

Date posted:

Wednesday, July 7, 2021

Location:

Garden Route Mall, 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 up the Garden Route in the Western Cape. 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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