Financial Planner

Recruiter:

Network Recruitment

Job Ref:

NFC021653/ESR

Date posted:

Tuesday, March 5, 2024

Location:

Centurion, South Africa

Salary:

250000

SUMMARY:
A leading financial services company is seeking a talented Financial Planner to join their team!

POSITION INFO:
If you are passionate about helping clients achieve their financial goals, providing top-notch financial advice, and contributing to a collaborative work environment, this is the perfect opportunity for you.

Duties:

Generate all related docs required for new business
Provide administrative support and partner with Wealth Manager
Accountable for service delivery
Collaborate and network effectively with others to achieve results
Adhere to all compliance requirements
Manage client relationships
Analyse investment plans

Education and Experience:

Relevant tertiary qualification (e.g. financial admin, financial/para planning type qualification nice to have)
Previous exposure to dealing with and assisting clients in terms of a financial planning

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information, contact:
Eshana Sewraj-Ramshat
Executive Consultant

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

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