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Financial Planner - Roodepoort - Marked related salary

Financial Planner - Roodepoort - Marked related salary

The Legends AgencyRoodepoort, South Africa
30+ days ago
Job type
  • Quick Apply
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 you're driven, ambitious, and passionate about investments, send us your CV today.

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    Financial Planner • Roodepoort, South Africa

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