Key details
Quick facts about this role
Location
Gauteng
Work mode
On-site
Compensation
Market related
Posted
24 Jun 2026
Closes
24 Jul 2026

Jobs Direct

Personal Financial Planner

Role Overview

International HR Solutions Pty Ltd is recruiting for a Personal Financial Planner in Edendale. This role sits in Banking, Financial Services & Insurance and is suited to someone who can contribute with discipline, sound judgement and practical delivery.

Key Responsibilities

  • CFP® designation (Certified Financial Planner), preferred
  • Design and deliver customised wealth and financial plans, including investments, retirement planning, and risk and insurance solutions
  • Build, grow, and manage long‑term relationships with new and existing clients, acting as a trusted across their financial needs
  • Maintain a strong understanding of financial markets, product offerings, and regulatory developments to ...

Requirements

  • Relevant experience in a similar role or closely related environment.
  • Clear communication, good organisation and reliable follow-through.
  • A practical working style with attention to detail and service quality.
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