Local and international Investment specialists has a vacancy for a Wealth Specialist & planner at their Knysna Branch and to service the Garden Route region. Previous experience as a wealth & financial planner, combined with your RE5 qualification and NQF level 5 higher is essential.
Main job function
Wealth Planner & Specialist
Provide strategic & sound advice to a wide range of clients about investments, estate planning, financial advice etc
NQF 5 Wealth Management
PGDip Financial Planning/CPF advantageous
Exceptional communication, presentation & negotiation skills
Strong ability to analyse the market’s financial data to provide adequate financial advice.
Valid drivers license
A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.