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Financial Planning Expert

1 week ago

Durban, KwaZulu-Natal, South Africa Ntice Search Solutions Full time

We are looking for a skilled Financial Planning Expert to join our team. In this fully remote role, you will have the opportunity to build relationships with high-net-worth clients and provide tailored solutions to meet their unique needs. With a competitive base salary, benefits, and an attractive incentive scheme, this position offers excellent career growth opportunities.

The successful candidate will have a strong understanding of financial planning principles and experience working with high-income private clients. A relevant degree or diploma in finance is required, and CFP or CFA certification is preferred. Our team provides ongoing support and training to help our Financial Planners excel in their roles.

What You Will Do:

  1. Build relationships with high-net-worth clients and develop a deep understanding of their financial goals and objectives.
  2. Provide personalized financial planning advice and create customized wealth management strategies.
  3. Stay up-to-date with industry developments and best practices through ongoing training and professional development opportunities.