Financial Planner
Innovazi Consulting Cape Town
Key Responsibilities
- Acquire new clients and offer investment and assurance solutions.
- Conduct financial needs analyses and annual client reviews.
- Provide personalised financial advice and solutions.
- Build and grow a sustainable long-term client base.
- BCom in Finance, Economics, or related field.
- CFP® designation (or currently studying towards one).
- Financial planning experience, preferably at a leading bank or assurance company.
- RE5 and out of supervision.
- Must bring clients or a revenue-generating book.
- đź“© To apply, email your CV to:
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