The Legends Agency
1 year ago
Financial Planner - Roodepoort - Market-related salary
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Company information
- Company
- The Legends Agency
- Location
- South Africa, Gauteng, Johannesburg, West Johannesburg, Roodepoort South Africa
- Posted
- 1 year ago
Job description
Financial 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 to 5+ 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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