Role Overview

Recruitment Legends is hiring a Financial Planner - Newlands, Cape Town - R25 000 - R30 000 in Cape Town. The role is suited to someone who can bring discipline, judgement and steady execution to contributing to a focused investment team with practical day-to-day responsibility.

Key Responsibilities

Support the team by managing the Role: Financial Planner The purpose of the role is to onboard and service investment clients with different investment vehicles, working as part of a professional tea.
Take ownership of The role is for a financial professional with 3-5 years working experience in the area of financial planning and investment advice.
Take ownership of Apply 3-5 years of working experience in financial planning and investment advice to onboard and service clients.
Take responsibility for the core day-to-day work expected of a Financial Planner - Newlands, Cape Town - R25 000 - R30 000.
Work with colleagues, customers or suppliers to keep work moving and issues visible.

Requirements

3 to 5 years of relevant experience
Clear communication and the confidence to work with different stakeholders.
Sound judgement, ownership of assigned work and willingness to solve problems properly.