Client Relationship Specialist / paraplanner

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EMPLOYMENT TYPE : Permanent
SECTOR : Wealth Management
BASIC SALARY : Market related
START DATE : A.S.A.P

REQUIREMENTS:

• 510 years experience as a Private Client Wealth or Relationship Manager.
• Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning.
• Grade 12 (Matric).
• Recognized FSCA-approved tertiary qualification.
• Postgraduate Diploma in Financial Planning (PGDFP) (advantageous).
• RE5 certification (required).
• Valid Financial Services Provider (FSP) license, including Category 1.
• Proficient in Microsoft Office.
• Computer literate and technologically savvy.
• Valid drivers license...