Responsible for providing comprehensive financial planning services, including retirement planning, investment management, and financial advisory.

Must be able to source own leads and always maintain a healthy pipeline.

Financial Planning and Finance skills

Retirement Planning and Investments knowledge

Financial Advisory expertise

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Ability to build and maintain client relationships

Detail-oriented and organized

Matric or equivalent NQF 5 Wealth Management and RE5 COB 3 and 7 CPD cycle up to date CFP (advantageous) Must have own reliable vehicle.