Certified Financial Services Expert

3 days ago


Paarl, Western Cape, South Africa Vine Recruitment Full time

We are seeking a talented Financial Planning Specialist to join our team at Vine Recruitment. The ideal candidate will have a strong background in financial planning and excellent problem-solving skills.

About the Role:

This is an exciting opportunity for a motivated individual to take on a challenging role as a Wealth Management Consultant. The successful candidate will be responsible for providing expert financial advice to clients and developing tailored wealth management plans.

Key Responsibilities:
  1. Prospect and close new business opportunities
  2. Maintain existing relationships with clients
  3. Develop and implement comprehensive financial planning strategies
  4. Analyze and evaluate complex financial information
  5. Present clear and concise financial recommendations to clients
  6. Implement and monitor financial planning recommendations
Requirements:
  • Degree in finance or related field (NQF 6 with 120 credits)
  • Certified Financial Planner (CFP) designation
  • 2+ years of experience in financial services
  • Excellent communication and interpersonal skills
  • Proficient in Microsoft Office Suite
  • Ability to work independently and as part of a team


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