Client-Centric Financial Planner - Training & Mentoring

Momentum Financial Planning; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm is looking for new and established financial advisers in Durban. In this role, you will form partnerships with clients to determine their financial objectives and prepare comprehensive financial plans. Ideal candidates should have a Grade 12 qualification, a South African ID, a valid driver's license, and an established client network. The firm offers training and mentoring to help you succeed.

Benefits

Training and mentoring

Qualifications

• South African ID is required.
• A valid driver's license is necessary.
• An established client network is preferred.

Responsibilities

• Form partnerships with clients.
• Determine financial objectives.
• Prepare comprehensive financial plans.

Education

Grade 12 qualification

Job description

A leading financial services firm is looking for new and established financial advisers in Durban. In this role, you will form partnerships with clients to determine their financial objectives and prepare comprehensive financial plans. Ideal candidates should have a Grade 12 qualification, a South African ID, a valid driver's license, and an established client network. The firm offers training and mentoring to help you succeed.