Financial Planner - Roodepoort - Marked related salary

The Legends Agency; Roodepoort; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Roodepoort is looking for a driven Financial Planner to provide wealth management services to high-net-worth clients. The ideal candidate will have strong investment knowledge and networking skills, coupled with a CFP® designation. Responsibilities include delivering tailored investment advice and maintaining client relationships. This role offers a market-related salary and incentives based on performance. Join us if you're passionate about investments and eager to make an impact.

Qualifications

• Completed RE5 and RE1 exams (FAIS compliant).
• CFP® designation or well advanced towards completion.
• 3 to 5+ years as a Financial Planner / Wealth Advisor.

Responsibilities

• Provide financial planning and wealth management services to high-net-worth clients.
• Deliver tailored investment advice focusing on portfolio growth.
• Build and maintain strong client relationships.

Skills

Investment knowledge

Networking skills

Sales success

Education

CFP® designation

RE5 and RE1 certifications

Job description

Financial Planner - Roodepoort - Marked related salary

Roodepoort, South Africa

Job Openings Financial Planner - Roodepoort - Marked related salary

About the job Financial Planner - Roodepoort - Marked related salary

Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre

Responsibilities:

• Provide financial planning and wealth management services to high-net-worth clients (>R5m portfolios).
• Deliver tailored investment advice with a strong focus on portfolio growth.
• Build and maintain strong client relationships; network and attract new business.
• Stay informed about market trends, regulations, and investment opportunities.

Requirements:

• RE5 and RE1 exams completed (FAIS compliant).
• CFP® designation (or well advanced towards completion).
• 3 to5+ years of experience as a Financial Planner / Wealth Advisor.
• Strong investment knowledge and proven sales success.
• Excellent networking skills, ambitious, ideally under 35.

Apply Now: If you're driven, ambitious, and passionate about investments, send us your CV today.