Reference: HC003836-Maseg-1A Financial Planner to assist with financial planning and investment advise to existing clients.
Duties & Responsibilities
We have an exciting opportunity for a Financial Planner with one of our clients based in Cape Town.
Requirements:
- 3 - 5 years of financial planning experience
- Experience managing existing clients
- Tertiary qualifications: Minimum NQF Level 6 qualification
- RE5 - Essential
- Solid experience/ record writing business cases
- Experience in retirement, unit trust, and investment planning
- Ideally fluent in English and Afrikaans
Kindly forward your CV should you meet the requirements.
Package & Remuneration
Monthly
