Wealth & Retirement Planner for High-Net-Worth Clients

Insphired Recruitment Solutions; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial advisory firm is seeking a Financial Advisor in Gauteng to assist clients in meeting long-term financial goals including retirement and estate planning. The ideal candidate should have a Matric certificate, a business-related degree (or studying towards), and at least 2 years' experience as a Financial Advisor. An RE 5 qualification is also required. The position offers a supportive work environment and lucrative rewards for successful performance.

Benefits

Strong leadership and support

Lucrative remuneration and rewards

Supportive work environment

Qualifications

• Minimum 2 years experience as a Financial Advisor.
• Must be a South African citizen.
• RE 5 completed.

Responsibilities

• Assist clients to meet long-term financial goals.
• Design and implement retirement plans for small businesses.
• Provide assistance in all phases of financial plan implementation.

Skills

Strong leadership

Client relationship management

Financial planning

Education

Matric certificate

Certificate of business-related degree

Job description

A financial advisory firm is seeking a Financial Advisor in Gauteng to assist clients in meeting long-term financial goals including retirement and estate planning. The ideal candidate should have a Matric certificate, a business-related degree (or studying towards), and at least 2 years' experience as a Financial Advisor. An RE 5 qualification is also required. The position offers a supportive work environment and lucrative rewards for successful performance.