Financial advisor

Full-time Other-General

To transform every client’s financial journey through inclusive advice, intelligent technology and impactful solutions.

To manage our client’s wealth, growing their futures and empowering them to reach their investment destination.

Requirements Education: Matric Tertiary qualification i.e. relevant Bcom/BBus allowing access to a Post graduate diploma in Financial Planning RE5 NQF6 in Wealth Management or RPL completed Experience

At least 2 years’ experience in;

Financial Services industry – including service providers and the retail market Legislation governing investment markets (local and offshore), investment vehicles and retirement funds Tax implications of the various investment options available Specific long-term insurance categories Compulsory and Discretionary Investments Ability to provide Estate Planning advice and the gathering of information to draft standard wills Ability to build rapport with key stakeholders Personal profile and competencies C...