Estate Planning Financial Planner (CFP)

A well-established recruitment agency in South Africa is looking for a financial planner to join the team. The role requires expertise in financial planning with responsibilities including the analysis of clients’ needs, preparing calculations, and providing investment recommendations. Candidates should possess a Post Graduate diploma in Financial Planning and have at least 3 years of estate planning experience. Proficiency in English and Afrikaans is required, along with strong analytical and technical skills.
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