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Financial Planning Specialist

1 month ago

Johannesburg, Gauteng, South Africa Network Recruitment Full time

Financial Planning Specialist

We are seeking a highly motivated and target-driven Financial Planning Specialist to join our team of professionals at Network Recruitment. As a Financial Planning Specialist, you will be responsible for advising clients on all aspects of offshore financial planning and wealth management.

Key Responsibilities:

  • Develop and deliver business targets while remaining compliant and meeting client needs
  • Maintain an effective client base management system to provide excellence in customer service and quality holistic advice
  • Adopt a holistic approach in managing long-term relationships with clients

Requirements:

  • CA(SA), BCom Accounting or CFP
  • Investment and wealth management experience
  • Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies and solutions will be advantageous