Financial Planner - Roodepoort - Marked related salary

Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre

Responsibilities:

• Provide financial planning and wealth management services to high-net-worth clients (>R5m portfolios).
• Deliver tailored investment advice with a strong focus on portfolio growth.
• Build and maintain strong client relationships; network and attract new business.
• Stay informed about market trends, regulations, and investment opportunities.

Requirements:

• RE5 and RE1 exams completed (FAIS compliant).
• CFP® designation (or well advanced towards completion).
• 3 to 5+ years of experience as a Financial Planner / Wealth Advisor.
• Strong investment knowledge and proven sales success.
• Excellent networking skills, ambitious, ideally under 35.

Apply Now: If you're driven, ambitious, and passionate about investments, send us your CV today.