Certified Financial Planner
Hire Resolve
Johannesburg, ZA
2d ago

Job Description

One of our clients, a leading company in the financial industry, is currently looking for a Certified Financial Planner to join their team.

Some of your responsibilities will include :

  • Compile a financial plan according to the company’s systems and processes.
  • Present proposals and make recommendations
  • Finalise any new business and existing business proposals.
  • Maintain regular client contact.
  • Requirements :

  • Qualified & registered Certified Financial Planner.
  • 2 years’ experience as a Financial Planner.
  • Microsoft Office skills.
  • Knowledge of financial products such as medical aid, assurance, investments and short term.
  • Able to work on your own and in a team environment.
  • Motivated and willing to build a long term career in Financial Planning.
  • Ability to follow systems and procedures.
  • Hire Resolve invites all suitable candidates to apply by emailing your CV to finance.jobs hireresolve.co.za or fax to 086 572 8877.

    You can also contact Jenna on 031 350 4405.

    Correspondence will only be conducted with short listed candidates. Should you not hear from us within 3 days, please consider your application unsuccessful.

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