Introduction

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.

Desired Experience & Qualification

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

Package & Remuneration

Remuneration:
• R20 000 – 25 000, plus Commission