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A leading financial services company in Durban seeks a candidate to deliver personalized investment solutions, focusing on helping clients achieve long-term financial goals. The ideal individual will be responsible for providing financial planning support, cultivating client relationships, and ensuring the accuracy of financial plans. Candidates should hold RE5 and NQF5 qualifications with at least two years of industry experience.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
Qualifications