AN OPPORTUNITY OF A LIFETIME..... Are you a dynamic entrepreneur with a passion for excellent outcomes? This is a unique opportunity to be empowered and run your own business within a business. We embrace a flexible, collaborative and dynamic workpl...

Duties & Responsibilities

• Meet with clients to discuss their financial needs
• Recommend investments to clients
• Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
• Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.

Desired Experience & Qualification

• Must reside in the Western Cape
• Tertiary (university) education preferable (finance, entrepreneurship, law, commerce, marketing or similar)
• Drivers license and own v...