Financial Planner
Capital Assisgnements
Johannesburg , South Africa
4d 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 at least 50 million to 100 million in AUM.

Sound knowledge of retirement options, tax planning, investments products, life assurance, trusts and estates, and the ability to provide independent holistic advice to high nett worth clients is needed.

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

If you meet ALL the requirements

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