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Travel‑ Financial Planner: Wealth & Insurance Advisor

Job in Irene, Northern Cape, South Africa
Listing for: Marvel Placement Consultant
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Position: Travel‑Ready Financial Planner: Wealth & Insurance Advisor
Location: Irene

A consulting firm specializing in financial placements is seeking an experienced Financial Planner to partner with the Director in providing comprehensive financial planning services. This role requires a minimum of 3–5 years in a regulated financial services environment and proven F&I advisory skills. Successful candidates will conduct detailed financial analyses, craft personalized solutions, and ensure compliance with FAIS regulations. Strong analytical skills and a valid driver's license are essential for client consultations that require travel.
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