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Financial Planner

Employer
Catch Recruit
Location
Durban North Durban Northern Suburbs, KwaZulu-Natal eThekwini, South Africa
Salary
Competitive
Closing date
Jun 23, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
  • Providing financial planning, insurance, and investment services to clients
  • Assessing clients overall financial picture, and understanding their needs to devise an appropriate financial plan
  • Ensuring client records are maintained and kept current
  • Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
  • Acting as a liaison between the client and other financial professionals

  • Must have RE5
  • NQF 5 Financial planning
  • Long term and short term

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