Role Overview

International HR Solutions Pty Ltd is recruiting for a Personal Financial Planner in Welkom. 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

Wealth Advisor/ Financial Planner- Wealth & Financial Services
We are recruiting, on behalf of a leading banking and financial services institution, an experienced Wealth Advisor/ Financial Planner to manage and grow a portfolio of high-net-worth clients.
CFP® designation (Certified Financial Planner), preferred
Design and deliver customised wealth and financial plans, including investments, retirement planning, and risk and insurance solutions

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.