Senior Financial Planner

90 degrees South (Pty) Ltd is affiliated with one of the major banks in South Africa. Our team of Senior Financial Planners consists of independent contractors who are dedicated to legacy wealth creation and preservation. We focus on comprehensive financial planning solutions to help our clients achieve their financial goals.

Role Description

This is a full-time on-site role for a Senior Financial Planner. The Senior Financial Planner will be responsible for developing personalized financial plans, conducting financial assessments, and providing expert advice on investments, retirement planning, and estate planning. The role involves a high level of client interaction, requiring excellent relationship-building skills to ensure client satisfaction and loyalty.

Qualifications

• Financial Planning and Personal Financial Planning skills
• Certified Financial Planner (CFP) designation
• Expertise in Finance and Retirement Planning
• Str...