Senior Financial Planner Position

3 days ago


Johannesburg, Gauteng, South Africa Benchmark Capital Group Full time

Job Description:

We are seeking a senior financial planner to join our team at Benchmark Capital Group.

In this role, you will be responsible for providing financial planning services to high-net-worth individuals and businesses.

You will work closely with our clients to understand their financial goals and develop customized plans to achieve those goals.

The ideal candidate will possess a strong background in financial planning, investment management, and insurance, as well as excellent communication and relationship-building skills.

We offer a range of benefits, including career advancement opportunities, a competitive salary, and a dynamic work environment.

Key Responsibilities:

  1. Develop and implement comprehensive financial plans for high-net-worth clients.
  2. Identify and pursue new business opportunities.
  3. Build and maintain strong relationships with existing clients.
  4. Stay up-to-date with industry developments and best practices.


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