Financial Planner

7 days ago

Cape Town, South Africa Latitude Resource Full time

Excellent opportunity for an experienced Financial Planner to join our client’s small to medium size independent assets management group, our client provides advice to high to ultra high net worth international families.

Our client is a global investment company seeking to employ a hard working, strong admin individual to join the team.

Our client is based in Southern Suburbs, Cape Town.

**Experience**
- At least 2 years-experience at a reputable Independent Financial Advisory firm
- Minimum 2 years-experience as a fund administrator at one of the leading Asset Management houses

**Qualifications and Skills**
- B.Comm Investment Management/Financial Management/Accounting
- Credits and/or courses in administration will be an advantage
- RE5 and Certified Financial Planner (“CFP”) will be an advantage
- Advanced Excel skills
- Familiar with global company and trust structures, investments, tax and financial services

**Salary**: R28k - R32k p / month depending on skills and experience

**Salary**: R28,000.00 - R32,000.00 per month

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