Investment Management Specialist

2 weeks ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time
About the Role

This Investment Management Specialist position at The Recruitment Council offers a unique opportunity to make a significant impact in the financial planning sector, fostering lasting relationships and helping clients navigate their financial journeys.

We are seeking a highly motivated individual with a minimum of 5 years in a financial advisory role. You should have a bachelors degree in financial planning or a similar field, completion of Regulatory Examination 5 for representatives, and CERTIFIED FINANCIAL PLANNER designation as a valuable addition.

The successful candidate will be rewarded with a competitive salary package, including a basic salary plus commission based on book size, experience, and qualifications, along with an annual performance bonus incentive.

Required Skills and Qualifications
  • A strong understanding of financial planning principles and practices.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proficient in Microsoft Office 365 (Word, Excel, Outlook, MS Teams, PowerPoint).


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