Financial Planning Consultant

1 day ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time
About the Role
We are looking for a skilled Salaried Wealth Advisor to join our team at The Recruitment Council. This role involves managing a high-net-worth portfolio and providing comprehensive wealth planning services.

Main Responsibilities
  • Develop and implement tailored wealth plans for high-net-worth clients.
  • Build and maintain strong relationships with clients, identifying their financial goals and objectives.
  • Conduct regular reviews to ensure alignment with clients' evolving financial needs.
  • Collaborate with internal teams to provide seamless service delivery.

Requirements
  • Matric (CFP designation preferred).
  • Minimum 3 years of experience in investment and insurance sectors.

Key Skills
  • Strong understanding of investments and products
  • Excellent communication and interpersonal skills
  • Ability to work independently with minimal supervision.

Salary and Benefits

The estimated annual salary for this position is $140,000 - $190,000, depending on experience and qualifications. Additional benefits include opportunities for career growth and professional development.



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