FINANCIAL PLANNER

The Financial Planner (FP) role provides general financial planning and investment advice, including specific advice regarding financial emigration, surrendering and transfer of retirement savings, tax and exchange control. Clients are provided through qualified leads, no 'cold calling' required.

Role requirements:

  • FSCA recognised qualification for a Category 1 FSP
  • Financial Advisory & Intermediary Services (FAIS) Regulatory Exam (RE5)
  • 3 years work experience, preferably within Financial Services
  • Exposure to and/or theoretical knowledge of FICA legislation