SUMMARY:
Associate Financial Advisor | Morningside, Durban POSITION INFO:
Our client is a premier, investment-led financial planning practice based in Durban. They pride themselves on a high-performing team culture dedicated to helping professionals and business owners grow and protect their wealth. They are currently seeking an ambitious Associate Financial Advisor who is eager to be mentored and grow into a senior role within the business. Key Requirements:
Experience: At least 2 years of working experience at a CAT I FSP, covering investments, long-term insurance, employee benefits, medical aid, and gap cover.
Education: A Matric certificate is required. You should also be attained or progressing towards relevant industry certifications (e.g., PGDip Financial Planning or CFP).
Technical Knowledge: Strong understanding of financial advice relating to investment solutions, as well as FAIS and FICA legislation.
Software Proficiency: Hig...