Financial Planner

Updated: March 02, 2024 04:38 PM GMT

Full-time Job in Beaufort West, Western Cape

The Talent Experts

Beaufort West, South Africa

Are you tired of being "tied down" and ready to join an independent brokerage?

Is this you?

Your experience working in Wealth Management and your zest for maintaining relationships with clients sets you apart from the competition! You take pride in what you do and you are always open to learning more. You enjoy collaborating with your team to ensure your clients get the best possible service, then this role is for you.

What you'll be doing (and why you'll enjoy it)

You will follow a detailed financial planning process to onboard all prospective clients and to advise them on their investments. You will assist clients with tax planning, estate planning, wills and offshore investing where required. You need to be able to conduct investment reviews with your clients and monitor all FICA compliance as required. There's no need for you to hunt for clients because you will be provided with clients.

Where you'll be doing it

You will work in a team of 11 people, 3 of whom are support... More Detail