Hire Resolve is searching for an investment specialist to join one of our wealth management clients. The minimum requirements include a tertiary qualification, a certified financial planning or equivalent financial planning qualification, along with RE1 / 5 and registered with the FSB.
The candidate should have no less than 3 years’ experience as FSP licenced representative giving advice and providing an intermediary service.
compliance in terms of the Investment Specialist’s regulatory status with the Company and the FSB, as well as ensuring any and all client documentation, in particular Record of Advice, are fully compliant and embody the maxim of Treating Client’s Fairly.
Suitable candidates can forward their comprehensive CV to finance.jobs hireresolve.co.za or fax to 086 572 8877. You can also contact Monique on 021 551 8638.
Correspondence will only be conducted with short listed candidates. Should you not hear from us within 3 days, please consider your application unsuccessful.