Job title: Wealth Planner
Job type: Permanent
Emp type: Full-time
Salary type: Annual
Salary: Negotiable
Location: Durban Metro, KwaZulu-Natal
Job published: 13/04/2021
Job ID: 52326

Job Description

A fantastic opportunity has become available for a Wealth Planner with a financial services client of mine, based in Durban. They are seeking someone who is a sales-driven professional, with a passion for prospecting, advising and servicing a portfolio of high net worth individuals.

Responsibilities: 
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
  • Respond to prospective customer queries about financial planning
  • Assist in the development plans for the company
  • Offer subject matter expertise to fellow Financial Advisors
  • Maintain awareness of latest legislative changes that may affect financial planning

Requirements:

  • Minimum 5 years experience as a financial advisor
  • Experience in financial advice on investments
  • RE5 Completed
  • CFP is advantageous 

Please note that if you have not heard from us 2 weeks from application, please consider yourself unsuccessful - please do continue to follow us online and apply for suitable financial roles.