- Durban Northern Suburbs
- Salary: R15 000.00 - R20 000.00 Per Month
- Commission: Yes
- Job Type: Permanent
- Sectors: Insurance Finance
- Reference: 2129626
Vacancy Details
Employer: Catch Recruit
- Providing financial planning, insurance, and investment services to clients
- Assessing client’s overall financial picture, and understanding their needs to devise an appropriate financial plan
- Ensuring client records are maintained and kept current
- Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
- Acting as a liaison between the client and other financial professionals
Required Skills
- Financial Planning: 2 to 3 years
- Long Term Financial Planning: 2 to 3 years
Candidate Requirements
- Must have RE5
- NQF 5 Financial planning
- Long term and short term
3 people have applied for this job. 248 people have viewed this job.
Similar Jobs
Financial Planner
- Umhlanga
- Job Type: Permanent
- Posted 16 Apr 2024 | 41 Days left
Financial Planner
- Westville
- Job Type: Permanent
- Posted 16 Apr 2024 | 41 Days left
Financial Planner
- Pietermaritzburg
- Job Type: Permanent
- Posted 19 Apr 2024 | 44 Days left
Financial Planner
- Westville
- Job Type: Permanent
- Posted 19 Apr 2024 | 44 Days left
More Jobs at Catch Recruit
BEE Consultant
- Gauteng
- Job Type: Permanent
- Posted 24 Apr 2024 | 49 Days left
Customer Success
- Johannesburg
- Job Type: Permanent
- Posted 22 Apr 2024 | 47 Days left
Financial Planner
- Johannesburg
- Job Type: Permanent
- Posted 22 Apr 2024 | 47 Days left
Debtors Clerk
- Port Elizabeth
- Job Type: Permanent
- Posted 22 Apr 2024 | 47 Days left