Permanent
Independent Financial Planner (CFP)
Unknown, Unknown
unknown
Closing date not listed
About this role
Finance/Accounting - Other Finance/Accounting
Somerset West
FULL TIME
Job Summary
Minimum Requirements to Apply:
* Relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance.
* Certified Financial Planner® Professional designation or currently working towards this designation (preferred).
* Minimum of 2 years’ experience as a Representative on the license of a Financial Planning practice.
Key Responsibilities:
* Provide advice on investments, retirement planning, long-term insurance, and tax strategies.
* Review and adjust financial plans as needed.
* Assist with growing the current client base through networking, prospecting, and lead generation.
* Conduct client consultations and drive sales.
* Deliver excellent client service and ongoing relationship management.
\* ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED\*
Merand Corbett & Associates
Recruiter