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Cape Town City Centre: Financial Planner

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Job Description

Key Responsibilities Acquire new clients and offer investment and assurance solutions. Conduct financial needs analyses and annual client reviews. Provide personalised financial advice and solutions. Build and grow a sustainable long-term client base. Requirements BCom in Finance, Economics, or related field. CFPĀ® designation (or currently studying towards one). Financial planning experience, preferably at a leading bank or assurance company. RE5 and out of supervision. Must bring clients or a revenue-generating book. To apply, email your CV to:



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