alogosmall
Wealth Specialist & Planner (Ref: ZHWSP)
Remuneration:

Position in the Insurance sector in Knysna - Western Cape
Posted On Wednesday 19 June 2019
Job Description:

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

Qualifications:

NQF 5 Wealth Management

RE5

PGDip Financial Planning/CPF advantageous

 

Experience:

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.

Please contact Zita Hilson