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Wealth Planner (JB4749)
Bryanston, Johannesburg, GautengWealth Planner (JB4749)
Bryanston, Johannesburg
R18 000 CTC per month plus lucrative commission
Permanent
We're looking for a motivated Wealth Planner to build strong client relationships, assess financial goals, and offer tailored investment solutions.
Success requires a solid grasp of financial markets, top-notch client service, and meeting sales targets.
Minimum Requirements:
Completed Bachelor’s degree in Finance (BCom) or a similar field.
Currently persuing CFA/CFP certification.
2 or more years of solid experience as a Financial Planner or similar role.
FSCA experience and RE5 advantageous.
Key Responsibilities:
Cultivate and maintain relationships with new and existing clients.
Conducting thorough needs analysis in order to support clients in achieving thier financial goals.
Provide professional and consistent communication to manage client relationships.
Ensure all compliance and integrity standards are met at all times.
Please do not apply using Scanned CVs, no supporting documentation is required at this point, this will be requested later.
IMPORTANT: We specialize in specific niche fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.
Kontak Recruitment Disclaimer:
Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.
Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
Privacy: Data processed as per Privacy Policy. By applying, you agree to data handling. We safeguard applicant info.
Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment via the client.
Offer clarity: Advert is not a binding offer. Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.
Bryanston, Johannesburg
R18 000 CTC per month plus lucrative commission
Permanent
We're looking for a motivated Wealth Planner to build strong client relationships, assess financial goals, and offer tailored investment solutions.
Success requires a solid grasp of financial markets, top-notch client service, and meeting sales targets.
Minimum Requirements:
Completed Bachelor’s degree in Finance (BCom) or a similar field.
Currently persuing CFA/CFP certification.
2 or more years of solid experience as a Financial Planner or similar role.
FSCA experience and RE5 advantageous.
Key Responsibilities:
Cultivate and maintain relationships with new and existing clients.
Conducting thorough needs analysis in order to support clients in achieving thier financial goals.
Provide professional and consistent communication to manage client relationships.
Ensure all compliance and integrity standards are met at all times.
Please do not apply using Scanned CVs, no supporting documentation is required at this point, this will be requested later.
IMPORTANT: We specialize in specific niche fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.
Kontak Recruitment Disclaimer:
Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.
Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
Privacy: Data processed as per Privacy Policy. By applying, you agree to data handling. We safeguard applicant info.
Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment via the client.
Offer clarity: Advert is not a binding offer. Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.