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