Job Description
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...
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