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FINANCIAL ADVISOR

Kloof Street, Cape Town City CentrePosted today
Location

Kloof Street, Cape Town City Centre

Job type

Full-time

Experience

Mid

Category

Accounting & Finance Jobs

Job overview

A national new generation independent financial planning business is looking for a Financial Advisor to join the team. Qualification: Minimum bachelor’s degree in financial planning or similar. Regulatory Examination 5 for representatives. CERTIFIED FINANCIAL PLANNER® Professional will be added advantage. Experience : Minimum 5 Years in financial advisory role. Key Responsibilities : Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals,…

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