Are you a self-driven, ambitious, passionate individual and full of positive energy. Then Key Wealth is looking for you.
POSITION: FINANCIAL PLANNER
- To assist clients to meet long and short term financial goals.
KEY PERFORMANCE AREAS
- Conduct client need analysis
- Analysing client information
- Recommends financial plans and monitoring outcomes
- Conducts research to provide the best solutions to clients
- Provide financial literacy / education workshops
- Manage corporate clients employee assistance programs
- Degree in finance, Bcom. financial planning and any other financial education/investment advisory related field
- 3 years experience in a personal finance / Investment advisory field
Send your cv to firstname.lastname@example.org
Closing date:15 January 2019
Source:KEY WEALTH Fb page