Job title : Wealth Adviser
Job Location : Gauteng, Pretoria
Deadline : November 04, 2024
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Job description:
- This is an opportunity for a dynamic Wealth Adviser to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning
Responsibilities:
- Financial advice and planning
- Handle and solve client enquiries
- Compile and process of new policy applications and compliance
- Business maintenance and development
Minimum Requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- CFP® Qualification
- Regulatory Exam (RE5) for Representatives passed
- 4 – 5 years’ experience in a financial service environment
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
- Valid driver’s license and own vehicle
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
- Accounting / Financial Services jobs
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