Overview

Assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers’ value proposition to their clients (members and prospective members) so as to enhance the overall member experience.

Qualifications

• Commercial / financial degree with Accounting/Financial Management/Taxation as major subject; or
• BCom plus relevant Honours/ Post Graduate Diploma.
• CFP® professional.
• Successful completion of RE representative exams.
• SAIPA or SAICA Affiliation-advantageous.
• FISA® advantageous.

Experience

• 3 - 5 years’ experience in a Financial Planning/ Investment advice role.
• Experience in analysing complex investment client portfolios and advising thereon.
• Experience in private client or wealth environment adv...