Wealth Planner - Cape Town

Overview

Are you a dynamic entrepreneur with a passion for excellent outcomes? This is a unique opportunity to be empowered and run your own business within a business. We embrace a flexible, collaborative and dynamic workplace and are technologically innovative.

Qualifications

• Tertiary education in law, economics, finance, entrepreneurship or similar
• Matric certificate essential
• Clear criminal and credit record
• Valid driver's license and vehicle
• Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients
• An aptitude for sales and marketing and a solid network will stand you in good stead for a career in financial planning

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