Junior Financial Planner

6 days ago


Stellenbosch, South Africa Exceed Hr Full time

**Reference**: 7836 NB
**Consultant**:Financial Planner
- The financial advisory role entails assisting clients in planning, organising, preparing and researching the appropriate financial investments that best serve their financial needs and long-term objectives.
- It will require the Employee to answer client’s questions, gather information provide quotes and make suitable recommendations to clients and implement these recommendations upon acceptance by the client.
- Providing advice and intermediary services (“financial services”) to existing and prospective clients
- Primarily report to all Directors and provide feedback to all Financial Planners on a National spectrum who have assigned duties to the Employee.

**Qualifications**:

- Certified Financial Planner
- Bilingual (Afrikaans and English)

**Job Types**: Full-time, Permanent



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