Financial planner - - Centurion

If you are passionate about helping clients achieve their financial goals, providing top-notch financial advice, and contributing to a collaborative work environment, this is the perfect opportunity for you.

Duties:

Generate all related docs required for new business
Provides administrative support and partner with Wealth Manager
Accountable for service delivery
Collaborates and networks effectively with others to achieve results
Adhere to all compliance requirements
Manage client relationships
Analyse investment plans

Education and experience:

Relevant tertiary qualification (eg financial admin, financial/para planning type qualification nice to have)
Previous exposure to dealing with and assisting clients in terms of a financial planning

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