Financial Planner - Port Elizabeth

Requirements

A tertiary qualification is non-negotiable. Experience in Financial Planning. Proven ability to generate new business and expand a client portfolio. Excellent communication and interpersonal skills. Fully bilingual. Own reliable transport and a valid driver's licence.

Responsibilities

Acquire new clients and grow the brokerage's client base. Market and promote the brokerage's financial planning products. Build and maintain strong relationships with new and existing clients. Gener…