Financial Planner

Reporting directly to the principal, this role calls for the ability to present brief but meaningful reports periodically, showing a good grasp of the numbers involved (actuals vs target), including strategies for closing gaps where these have been ide...

As an ideal candidate for this role, you are a person with a unique blend of confidence, empathy, resilience and drive. You are goal oriented and motivated from within. Your ability to connect with other individuals and understand their needs comes naturally. Your confidence is grounded in deep belief in the value of your product, while you allow yourself to listen actively and respond meaningfully to your potential clients. You can persuade without being pushy at the same time building trust through authenticity and integrity.

OUR REQUIREMENTS:

· Minimum - Grade 12 or equivalent.

· 2 years’ industry experience.

· RE5

· NQF level 5, with 120 credits or other similar recognized qualifications.

· A valid unendorsed drivers’ license.