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Lifestyle Financial Planner — Client Portfolio
Job in
Durban, 3611, South Africa
Listed on 2025-12-20
Listing for:
Shift Pursuit
Full Time
position Listed on 2025-12-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A well-established financial planning practice in Durban is seeking a Financial Planner to manage an existing client portfolio. The role includes providing professional advice on investments, retirement, estate planning, and risk management. Candidates must have a Bachelor's degree in Finance or a related field and a minimum of 3 years’ experience in the financial industry. This full-time position offers the chance to grow the client base and contribute to the practice's success.
Competitive compensation is included.
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