Financial Planner – EE Only
Capital Assisgnements
Durban, South Africa
2d ago

A reputable asset manager is treading new and unexplored territory in wealth management and is looking for affluent individuals.

Their expanding team requires a technically astute financial planner with 3 to 5 years experience and book value of over 50 million AUM, sound knowledge of retirement and tax planning, investments, life assurance, trusts and estates, to provide independent holistic advice to high nett worth clients.

Academically, your Bcom, RE certificate, and CFP will be a great advantage for this role. Take this opportunity to join this growing organisation and be optimally rewarded for your skills, experience and performance.

If you meet ALL the requirements please send your updated CV to Pallo at

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