Financial Advisor

6 days ago


Pretoria, South Africa KM CONSULTING Full time

**_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_**

Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry:
**_ESTABLISHED CLIENTBASE_**

Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares & general financial planning etc

RELEVANT financial qualifications required e.g CFP, RE5, Wealth/Investment Management etc

Expert with Client liason and services

New business administration;
Loading of new business;
Handling of client queries

Scheduling meetings and appointments

Liaising with service / product providers

Send CV in Word format to : REF: Financial Advisor


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