Financial Planner - Roodepoort - Marked related salary
Financial Planner - Roodepoort - Marked related salary
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1 Vacancy
Job Description
Financial Planner (Private Client Investments) Roodepoort - Market-related salary incentives based on calibre
Responsibilities:
- Provide financial planning and wealth management services to high-net-worth clients (>R5m portfolios).
- Deliver tailored investment advice with a strong focus on portfolio growth.
- Build and maintain strong client relationships; network and attract new business.
- Stay informed about market trends regulations and investment opportunities.
Requirements:
- RE5 and RE1 exams completed (FAIS compliant).
- CFP designation (or well advanced towards completion).
- 3 to 5 years of experience as a Financial Planner / Wealth Advisor.
- Strong investment knowledge and proven sales success.
- Excellent networking skills ambitious ideally under 35.
Apply Now: If youre driven ambitious and passionate about investments send us your CV today.
Employment Type
Full Time
