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Junior Financial Planner

3 months ago

Stellenbosch, South Africa Exceed Recruitment and Human Resource Consultants Full time

**Reference**: 7836 NB

**Consultant**: Financial Planner

The financial advisory role entails assisting clients in planning, organising, preparing and researching the appropriate financial investments that best serve their financial needs and long-term objectives.
It will require the Employee to answer client’s questions, gather information provide quotes and make suitable recommendations to clients and implement these recommendations upon acceptance by the client.
Providing advice and intermediary services (“financial services”) to existing and prospective clients
Primarily report to all Directors and provide feedback to all Financial Planners on a National spectrum who have assigned duties to the Employee.

**Qualifications**:
Certified Financial Planner
Bilingual (Afrikaans and English)

**How to Apply**:
If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.