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  • Posted: Jul 21, 2022
    Deadline: Not specified
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  • talentCRU is a Level 1 B-BBEE accredited, full-service recruitment process outsourcing and managed services provider that forms part of the global Adcorp workplace solutions group.
    Read more about this company

     

    Executive Financial Planner (Western Cape)

    Job Purpose

    • Grow your financial planning business within one of Africa's leading institutions.
    • To provide holistic financial planning solutions to Private Banking and Business Banking clients.
    • To tailor make these solutions in order to solve for clients’ individual financial needs.

    Key Responsibilities/Accountabilities

    • Financial and Estate Planning Advice and Financial Solutions
    • Relationships with Internal Network
    • Relationships with New and Existing Clients
    • Provide a Service to Customers
    • People Management

    Minimum Qualification and Experience

    • Diploma Finance and Accounting
    • Qualification aligned with the Financial Sector Conduct Authority requirements
    • FAIS Fit and proper requirements

    Preferred Qualification

    • Bachelor of Commerce Finance, Legal degree
    • Certified Financial Planner, Wealth management certificate

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to talentCRU on www.linkedin.com to apply

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