Wealth Planner (JB4749)

Johannesburg, Gauteng

Posted 5 days ago


Company:: Kontak Recruitment
Company Description:: Kontak Recruitment agency South Africa, a staffing agency, and leading recruitment agency in Johannesburg. As one of the best staffing agencies, we are trusted for recruiting the best staff, we provide professional and reliable personnel services for both permanent and contract placements. Kontak specialises in helping businesses hire and employ staff efficiently across the employment spectrum. From entry-level to executive roles, find certified staff through our job agencies in Johannesburg, Pretoria, Durban, Cape Town and beyond, including international locations. Looking for Top Talent? Find the right fit for your recruitment needs with our staffing services.
Contract Type:: Full Time
Experience Required:: 3 to 4 years
Education Level:: Bachelor
Gender:: Any
Number of vacancies:: 1

Job Description

Wealth Planner (JB4749)
Bryanston, Johannesburg
R18 000 CTC per month plus lucrative commission
Permanent

We're looking for a motivated Wealth Planner to build strong client relationships, assess financial goals, and offer tailored investment solutions.
Success requires a solid grasp of financial markets, top-notch client service, and meeting sales targets.

Minimum Requirements:
Completed Bachelor’s degree in Finance (BCom) or a similar field.
Currently persuing CFA/CFP certification.
2 or more years solid experience as a Financial Planner or similar role.
FSCA experience and RE5 advantageous.

Key Responsibilities:
Cultivate and maintain relationships with new and exsiting clients.
Conducting thorough needs alanysis inorder to support clints in achieving thier financial goals.
Provide professional and consistent communication to manage client relationships.
Ensure allcompliance and integrity standards are met at all times.

Please do not apply using Scanned CVs, no supporting documentation is required at this point, this will be requested later.

IMPORTANT: We specialize in specific niche fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.

Kontak Recruitment Disclaimer:
Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.
Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
Privacy: Data processed as per Privacy Policy. By applying, you agree to data handling. We safeguard applicant info.
Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment via the client.
Offer clarity: Advert is not a binding offer. Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.