Position Summary:
We are looking for Senior Financial Planners to expand our Financial Affiliate in Port Elizabeth. Are you frustrated sourcing your own leads? We will provide you with quality leads sourced in-house so that you can focus on legacy wealth creation and preservation locally and offshore to bank customers. Are you ready to take your career to the next level?
The ideal candidate will deliver personalised solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Key Responsibilities:
- Prepare financial plans and check their accuracy
- Support investment professionals to cultivate client relationships
- Provide financial planning support to clients
Required Education & Experience:
- 2+ years’ of industry experience
- NQF level 5 Wealth Management or equivalent
- Strong understanding of financial planning
- Excellent interpersonal skills