Financial Planner — Estate, Tax & Retirement Guidance

A financial services firm in Gauteng is seeking a Financial Planner to join their team. The ideal candidate will possess a RE5 qualification, have a tertiary education such as a

B.Comm, and preferably advanced financial planning certifications like CFP. Responsibilities include providing estate planning advice and maintaining strong client relationships. Candidates must demonstrate proven sales abilities, possess their own vehicle and smartphone, and be proactive in their approach to client service.
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