Financial Planner - Roodepoort - Marked related salary

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

Job summary

A financial services firm in Roodepoort is seeking a driven Financial Planner to provide comprehensive wealth management services to high-net-worth clients. Candidates must have completed RE1 and RE5 exams, and either hold or be close to completing their CFP designation. The role emphasizes portfolio growth, client relationship management, and staying updated on market trends.

Qualifications

• 3 to 5+ years of experience as a Financial Planner or Wealth Advisor.
• Strong investment knowledge and proven sales success.
• Excellent networking skills, ambitious, ideally under 35.

Responsibilities

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

Skills

Financial planning

Wealth management

Networking

Sales success

Education

CFP designation or advanced towards completion

RE5 and RE1 exams completed

Job description

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.