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Strategic Financial Planner Specialist

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Johannesburg, Gauteng, South Africa Kontak Recruitment Full time

We are seeking a motivated Financial Planning Specialist to join our team. The ideal candidate will have a solid understanding of financial markets and be able to provide tailored investment solutions to clients.

The successful candidate will be responsible for cultivating and maintaining relationships with new and existing clients, conducting thorough needs analysis to support clients in achieving their financial goals, and providing professional communication to manage client relationships.

To be successful in this role, you will need to have a strong grasp of financial markets, excellent client service skills, and the ability to meet sales targets.

Bachelor's degree in Finance or a similar field is required, as well as currently pursuing CFA/CFP certification. 2 or more years of experience as a Financial Planner or similar role is also necessary. FSCA experience and RE5 advantageous.

Based on the requirements and location, we estimate the salary for this position to be around R18 000 CTC per month plus lucrative commission.