Financial Advisor - Senior

Recruiter:

Intrinsic Consulting Services

Job Ref:

CPT000201/BH

Date posted:

Monday, July 19, 2021

Location:

Capetown, South Africa

SUMMARY:
Senior Financial Advisor sought for a highly regarded firm looking to grow.

POSITION INFO:

My client, a well-established, highly regarded and reputable Financial Advisory Firm is recruiting a Senior Financial Advisor to join their team with the intention of growing the business, as well as their client base. A minimum requirement of a BCom degree or similar is absolutely essential, as is your completed supervision term as per FAIS requirements. A CFP or relevant post-graduate qualification together with exposure to working with trusts, wills and deceased estates will give your application the competitive edge. A minimum of 3 years’ post supervision experience in investment planning and client relationship building is absolutely essential for your application to be considered. A highly competitive package and the opportunity to work in a solid and sought after business environment are on offer to the right candidate.

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Financial Advisor - Senior

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