Financial Planner | Durban North
Join this established boutique wealth firm at their Durban North offices as a Financial Planner.
The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term.
Grow and maintain existing client relationships, source new clients.
Maintain, Service & provide holistic financial planning advice to an existing book of high net-worth clients.
Ensure all FAIS and FICA compliance requirements are met
Requirements:
2 years’ experience in a Wealth Management / Financial Advisory firm
Solid exposure to Investments , Wealth & Risk Portfolios
Fit and proper
