Financial Planner
Cape Town, Western Cape, South Africa
Job Description
Key Responsibilities
Acquire new clients and offer investment and assurance solutions.
Conduct financial needs analyses and annual client reviews.
Provide personalised financial advice and solutions.
Build and grow a sustainable long-term client base.
Requirements
BCom in Finance, Economics, or related field.
CFP designation (or currently studying towards one).
Financial planning experience, preferably at a leading bank or assurance company.
RE5 and out of supervision.
Must bring clients or a revenue-generating book.
? To apply, email your CV to:
Skills Required
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Job Detail
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Job IdJD1607809
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCape Town, Western Cape, South Africa
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EducationNot mentioned