The Legends Agency

Financial Planner - Roodepoort - Marked related salary

The Legends Agency  •  Roodepoort, ZA (Onsite)  •  3 months ago
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Job Description

Financial Planner (Private Client Investments) Roodepoort - Market-related salary + incentives, based on calibre

Responsibilities:

  • Provide financial planning and wealth management services to high-net-worth clients (>R5m portfolios)
  • Deliver tailored investment advice with a strong focus on portfolio growth.
  • Build and maintain strong client relationships; network and attract new business.
  • Stay informed about market trends, regulations, and investment opportunities.

Requirements:

  • RE5 and RE1 exams completed (FAIS compliant).
  • CFP® designation (or well advanced towards completion).
  • 3 to 5+ years of experience as a Financial Planner / Wealth Advisor.
  • Strong investment knowledge and proven sales success.
  • Excellent networking skills, ambitious, ideally under 35.

Apply Now: If you're driven, ambitious, and passionate about investments, send us your CV today.

The Legends Agency

About The Legends Agency

Welcome to The Legends Agency!

We are a premier Employer of Record (EOR) partner dedicated to helping global businesses build and manage exceptional teams in South Africa.

Our comprehensive, full-service solutions empower organizations to navigate the complexities of local employment while ensuring compliance, efficiency, and cost-effectiveness.

At The Legends Agency, we specialize in connecting international companies with top talent in South Africa, streamlining the hiring process, and managing payroll, compliance, and benefits seamlessly.

Our commitment to excellence ensures that our clients can focus on their core business while we handle the intricacies of workforce management.

Whether you’re looking to expand your team or establish a presence in the region, we provide tailored solutions that meet your unique needs. Let us help you create a legendary team that drives success and innovation.

We can save you money on salaries and social premiums and provide you with skilled English-speaking talent.

Explore more about our services at www.the-legends-agency.com or Mail us for details anthony.kettle@the-legends-agency.com.

Industry
HR & Recruiting
Company Size
51-200 employees
Headquarters
Cape Town, ZA
Year Founded
2022
Website
the-legends-agency.com
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