Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ a Wealth Manager to their team based in Bellville Cape Town.

Requirements:

• Bachelor’s degree.


• Postgraduate Diploma in Financial Planning.


• CFP® (Certified Financial Planner).


• Regulatory Examination (RE5) (Completed).


• Full understanding of Investment Products, including but not limited to:
  
  
  
  • Living annuities.
  
  
  • Life annuities.