Financial Advisor
2 weeks ago
**_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_**
Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry:
**_ESTABLISHED CLIENTBASE_**
Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares & general financial planning etc
RELEVANT financial qualifications required e.g CFP, RE5, Wealth/Investment Management etc
Expert with Client liason and services
New business administration;
Loading of new business;
Handling of client queries
Scheduling meetings and appointments
Liaising with service / product providers
Send CV in Word format to : REF: FP
**Salary**: R26,000.00 - R30,000.00 per month
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Pretoria, South Africa KM CONSULTING Full time**_FINANCIAL ADVISOR R26-R30k (neg) FIXED SALARY, PTA-EAST_** Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: **_ESTABLISHED CLIENTBASE_** Act as Financial Planner to advise & assist clients on their financial portfolios regarding investments and shares &...
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