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Client Relationship Planner Wealth Planning
Job in
Durban, 3611, South Africa
Listed on 2026-01-01
Listing for:
Chartered Wealth Solutions
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial planning practice is seeking a Client Relationship Planner in Durban to manage client engagements, support efficient paperwork processes, and coordinate with service providers. The ideal candidate will have a Matric qualification, relevant certifications, and a minimum of 3 years of experience. Proficiency in financial planning software is essential. This role promises job stability and satisfaction.
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