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Strategic Financial Planner | Client & Planning

Job in Umhlanga Rocks, 4319, South Africa
Listing for: Ukufunda Business Solutions
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Strategic Financial Planner | Client Growth & Planning
A financial consulting firm in South Africa is seeking a Financial Advisor to assist clients with financial planning and investment management. Key responsibilities include client consultations, developing customized financial strategies, and ensuring compliance with regulations. The ideal candidate must have at least 120 college credits, a valid RE5 certificate, and a reliable vehicle. This full-time position offers the opportunity to build and manage client relationships and contribute to their financial success.
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