Financial Planner - Roodepoort - Marked related salary

Roodepoort, South Africa

Job Openings Financial Planner - Roodepoort - Marked related salary

About the job Financial Planner - Roodepoort - Marked related salary

Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre

Responsibilities:

• Provide financial planning and wealth management services to high-net-worth clients (>R5m portfolios) .
• Deliver tailored investment advice with a strong focus on portfolio growth.
• Build and maintain strong client relationships; network and attract new business.
• Stay informed about market trends, regulations, and investment opportunities.

Requirements:

• RE5 and RE1 exams completed (FAIS compliant).
• CFP® designation (or well adv...