More jobs:
Financial Planner Marked related
Job in
Roodepoort, 1714, South Africa
Listed on 2026-01-10
Listing for:
The Legends Agency
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Financial Planner - Roodepoort - Marked related salary
Roodepoort, South Africa
Job Openings Financial Planner - Roodepoort - Marked related salary
About the job Financial Planner - Roodepoort - Marked related salaryFinancial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre
Responsibilities:
- Provide financial planning and wealth management services to high-net-worth clients (>
R5m portfolios). - Deliver tailored investment advice with a strong focus on portfolio growth.
- Build and maintain strong client relationships; network and attract new business.
- Stay informed about market trends, regulations, and investment opportunities.
Requirements:
- RE5 and RE1 exams completed (FAIS compliant).
- CFP® designation (or well advanced towards completion).
- 3 to5+ years of experience as a Financial Planner / Wealth Advisor.
- Strong investment knowledge and proven sales success.
- Excellent networking skills, ambitious, ideally under 35.
Apply Now: If you're driven, ambitious, and passionate about investments, send us your CV today.
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