AA Investment Manager
Bellville
R Neg

My client, a successful role-player in the provision of quality Financial Service and Investments is currently inviting applications from qualified and experienced Chartered Financila Planners join their team. Responsibilities include the management of junior partners and admin staff and assisting junior financial advisors in structuring financial proposals for clients.

Qualifying Criteria
• B-Degree
• CFP
• Completed RE
• JSE Registered Trader experience
• Fully conversant with Futersight system
• Knowledge and understanding of: Financial Services and Products, Financial planning, Tax, Investments, Retirement and Estate Planning

Ability to communicate effectively, manage processes and people successfully and a high degree of analytical ability is required for this position.