Financial Planning Consultant

2 weeks ago


CapeTown, South Africa The Recruiters Full time
Job Summary

We are seeking an experienced Financial Planning Consultant to join our team at The Recruiters. As a key member of our financial services environment, you will be responsible for servicing existing clients, including portfolio reviews, income sustainability reporting, and maintaining relationships with clients.

The main objective of this role is to provide high-quality financial planning services to our esteemed clients. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning.



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