Associate Planner

13 hours ago


Pretoria, Gauteng, South Africa Ultima Financial Planners (Pty) Ltd Full time R400 000 - R800 000 per year

Interested candidates can send their most recent curriculum vitae to:

Attention: RECRUITMENT

Requirements:

Qualifications: CFP Professional

Experience: Minimum of 2 years experience as a client facing Financial Planner

VERY IMPORTANT: You will not qualify for this opportunity if you are not a qualified
CFP Professional
with work experience.

Technical Skills: At least MS Office (Outlook, Word, Excel)

Experience in using MS Teams will be great

Availability: From the 1st of January 2026

Candidates should be willing to do an online habits test and complete our application form.



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