FANANCIAL PLANNER

Our client, a well‑established group of companies, is looking for a financial planner with strong planning skills and solid analytical abilities. This is the ideal position for someone who wants to build their career by working for a company with an excellent reputation.

Education

• A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;
• An Advanced diploma in Estate Planning would be advantageous.

Experience Required

• More than 3 year Estate Planning experience.

Knowledge

• Proficiency in Microsoft Windows, with advanced skills in Excel;
• Experience with Elite Wealth;
• Strong analytical skills, including the ability to determine appropriate data placement in an analysis and identify errors accurately.

Skills

• Proficient in English and Afrikaans;
• Analytical / technical.

Respons...