Financial Planner: Investments, Retirement & Tax Strategy

Bdo South Africa; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Durban is seeking an experienced Financial Planner to join their team. You will advise a national client base on investments, retirement planning, and tax strategies. The ideal candidate will hold a relevant tertiary qualification and possess at least 2 years of experience in financial planning. Strong proficiency in Elite Wealth and MS Office is essential. This full-time role offers a competitive base salary and performance-based bonus.

Benefits

Competitive base salary

Performance-based bonus

Qualifications

• At least 2 years of experience in financial planning.
• Strong proficiency in Elite Wealth and MS Office.

Responsibilities

• Advise a national client base on investments.
• Provide retirement planning and tax strategy advice.

Skills

Financial planning

Investment advising

Retirement planning

Tax strategies

Proficiency in Elite Wealth

MS Office

Education

Relevant tertiary qualification

Job description

A leading financial services firm in Durban is seeking an experienced Financial Planner to join their team. You will advise a national client base on investments, retirement planning, and tax strategies. The ideal candidate will hold a relevant tertiary qualification and possess at least 2 years of experience in financial planning. Strong proficiency in Elite Wealth and MS Office is essential. This full-time role offers a competitive base salary and performance-based bonus.