Experienced On-Site Financial Planner — Investments & Retirement

Iwcp : Insurance & Wealth Creation Professionals; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking an Experienced Financial Advisor to provide expert advice on investments, insurance, and retirement planning. The successful candidate will create tailored financial plans, manage client portfolios, and maintain strong client relationships. This role offers comprehensive training in a supportive environment for those with strong expertise in financial planning and client engagement.

Qualifications

• Strong expertise in financial planning and client engagement.
• Ability to create tailored financial plans.
• Experience in managing client portfolios.

Responsibilities

• Provide expert advice on investments, insurance, and retirement planning.
• Create tailored financial plans for clients.
• Maintain strong client relationships.

Skills

Financial planning

Client relationship management

Investment knowledge

Job description

A leading financial services firm in Johannesburg is seeking an Experienced Financial Advisor to provide expert advice on investments, insurance, and retirement planning. The successful candidate will create tailored financial plans, manage client portfolios, and maintain strong client relationships. This role offers comprehensive training in a supportive environment for those with strong expertise in financial planning and client engagement.