Financial Planner — Estate, Tax & Retirement Guidance

Ubuntu Capital; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm is seeking a Financial Planner in Gauteng who can provide estate planning advice and maintain strong client relationships. Ideal candidates must have a RE5 qualification, preferred tertiary education, and advanced certifications like CFP. Proven sales abilities and a proactive client service approach are essential. This role offers an opportunity to thrive in a dynamic environment, making a meaningful impact on clients' financial futures.

Qualifications

• Must possess a RE5 qualification.
• Tertiary education such as a Bm is preferred.
• Advanced financial planning certifications like CFP are advantageous.

Responsibilities

• Provide estate planning advice.
• Maintain strong client relationships.

Skills

Proven sales abilities

Proactive client service

Education

RE5 qualification

Tertiary education (such as Bm)

Advanced financial planning certifications (like CFP)

Job description

A financial services firm in Gauteng is seeking a Financial Planner to join their team.

The ideal candidate will possess a RE5 qualification, have a tertiary education such as a Bm, and preferably advanced financial planning certifications like CFP.

Responsibilities include providing estate planning advice and maintaining strong client relationships.

Candidates must demonstrate proven sales abilities, possess their own vehicle and smartphone, and be proactive in their approach to client service.

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