Financial Planner
Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility. Giving advice to clients is a privilege. They are trusting you with the intimate details of their finances, and earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.
Financial planners need both strong interpersonal and analytical skills. They must be able to analyze investment and financial data then clearly communicate their findings to their clients.
If you feel you have these attributes, are driven to succeed, and have an inherent desire to change the lives of those around you, send me your CV today.
Duties & Responsibilities
- Meet with clients to discuss their financial needs.
- Recommend investments to clients.
- Implement solutions with new clients and review plans with existing clients.
- Help clients make informed financial decisions, including investing, retirement, and estate planning.
Desired Experience & Qualification
- Must reside in the Western Cape.
- Tertiary (university) education preferable (finance, entrepreneurship, law, commerce, marketing, or similar).
- Driver's license and own vehicle.
- Clear criminal and credit record.
Package & Remuneration
- R10,000.00 startup stipend (new to industry advisers).
- Medical aid.
- Corporate company benefits.
- Uncapped commission.
- Professional development and accreditation.
Interested?
Send me your CV today.
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