Financial Strategist
2 weeks ago
We are seeking a skilled Wealth Planner to join our team at Kontak Recruitment. As a Wealth Planner, you will be responsible for building strong relationships with clients, assessing their financial goals, and providing tailored investment solutions.
Key Responsibilities:- Cultivate and maintain relationships with new and existing clients.
- Conduct thorough needs analysis to support clients in achieving their financial goals.
- Provide professional and consistent communication to manage client relationships.
- Ensure all compliance and integrity standards are met at all times.
- Completed Bachelor's degree in Finance (BCom) or a similar field.
- Currently pursuing CFA/CFP certification.
- 2 or more years of solid experience as a Financial Planner or similar role.
- FSCA experience and RE5 advantageous.
Please note that we specialize in specific niche fields and regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.
We are an equal opportunities employer and welcome applications from all backgrounds. All candidates will be considered based on requirements. Job specifics may adjust for client needs.
By applying, you agree to our data handling policy. We safeguard applicant information and verify candidates selected by the client. False information may disqualify or end employment via the client.
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