Our client in the financial advisory and healthcare solutions industry based is seeking to employ an Internal Advisor to join their team based in Kloof, Durban.
The Internal Advisor provides advanced technical and administrative support to financial advisors and their clients. The role focuses on developing financial plans, preparing investment and risk recommendations, conducting technical research, and supporting portfolio reviews to ensure optimal client outcomes and regulatory compliance.
Requirements:
Relevant Degree
Post Graduate Diploma in Financial Planning (completed or in progress)