Class of Business Financial Planner (Investment & Retirement Planning)
- Employer
- InspHired Recruitment Solutions
- Location
- South Africa City of Johannesburg Metropolitan Municipality ZA, South Africa
- Salary
- Competitive
- Closing date
- Aug 20, 2024
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Introduction
Our client in the Financial service industry is currently looking for an Experienced Financial Planner based in Johannesburg.
Duties & Responsibilities
Qualifications and Experience
Remuneration:
Our client in the Financial service industry is currently looking for an Experienced Financial Planner based in Johannesburg.
Duties & Responsibilities
- Responsible for providing personalized financial consulting and guidance to clients.
- Analyze their financial situations, develop comprehensive financial plans, and provide recommendations for achieving their financial goals.
- Transferable Risk or Investment (AUM) books will be facilitated.
Qualifications and Experience
- Class of Business for the following: Financial Planning, Investment, and Retirement Planning skills
- Certified Financial Planner designation (advantageous)
- No restraint of trade (must have own books)
- Passed R.E 5
- 120 FAIS Credits
- Minimum 3 years Financial Advisory experience
- Bachelor's degree in Finance, Accounting, or a related field (advantageous)
- Diploma in Financial Planning
- A strong Network
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Attention to detail and ability to work with complex financial data
- A strong network
Remuneration:
- R20 000 - 25 000, plus Commission
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