Financial Strategist
1 month ago
Job Summary:
Kontak Recruitment is seeking a skilled Wealth Planner to join our team. As a Wealth Planner, you will be responsible for building strong client relationships, assessing financial goals, and offering tailored investment solutions.
Key Responsibilities:
- Cultivate and maintain relationships with new and existing clients.
- Conduct thorough needs analysis to support clients in achieving their financial goals.
- Provide professional and consistent communication to manage client relationships.
- Ensure all compliance and integrity standards are met at all times.
Requirements:
- Completed Bachelor's degree in Finance (BCom) or a similar field.
- Currently pursuing CFA/CFP certification.
- 2 or more years solid experience as a Financial Planner or similar role.
- FSCA experience and RE5 advantageous.
What We Offer:
R18 000 CTC per month plus lucrative commission.
Company Culture:
Kontak Recruitment is an equal opportunity employer, welcoming all backgrounds with no bias. We specialize in specific niche fields and regret that we are unable to provide assistance for any fields outside of this scope.
Disclaimer:
Please do not apply using Scanned CVs. No supporting documentation is required at this point, this will be requested later.
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