Our client, a global Wealth Management firm is looking for an accomplished and professional financial advisor to join their team. As an independent wealth management practice, they specialise in offering tailored local and offshore investment solutions to High-Net Worth individuals.
This is an exciting opportunity for a Financial Advisor with a proven track record in providing expertise in offshore investments and advice on retirement and estate planning, as well as tax optimisation. Knowledge of medical aid and short-term insurance products is an advantage.
Being sales-driven, the successful candidate will prospect and obtain new clients, guiding them towards a profitable and secure financial plan whilst maintaining compliance with all financial industry rules and regulations.
A competitive base salary and a lucrative commission structure are offered.
Experience & Qualifications:
- Minimum 3 years in a Financial Planning role
- Matric with Tertiary Education in Finance related field
- NQF5: Wealth Management/BCom
- RE5
- Class of Business: Long-Term and Investments
- CFP (advantageous)
- Fit and proper in accordance with FSCA
- Driver’s licence and own vehicle
Skills:
- Microsoft Excel
- Previous book (advantageous)
- Understanding of relevant income tax and estate duty legislation
To apply please send your CV to wonita@capitala.co.za
