Job Description
Our client, a well‑established group of companies, is looking for a financial planner with strong planning skills and solid analytical abilities. This is the ideal position for someone who wants to build their career by working for a company with an excellent reputation.
Education A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential; An Advanced diploma in Estate Planning would be advantageous. Experience Required More than 3 year Estate Planning experience. Knowledge Proficiency in Microsoft Windows, with advanced skills in Excel; Experience with Elite Wealth; Strong analytical skills, including the ability to determine appropriate data placement in an analysis and identify errors accurately. Skills Proficient in English and Afrikaans; Analytical / technical. Responsibilities Consolidate and summarize all policies and investments. Prepare required financial calculations. Highlight the tax implications in the event of...