PPS is looking for a financial advisor in Stellenbosch to assist clients with investment, estate, and business planning. The role requires a financial degree and CFP® certification, along with 3-5 years’ experience in financial planning or investment advice. Responsibilities include preparing financial proposals, analyzing portfolios, and collaborating with advisors to optimize client strategies. Strong communication and organizational skills are essential. This position offers a chance to support a valued client experience within a professional environment.#J-18808-Ljbffr
Wealth Planning Specialist - Investments & Estates
PPS
stellenbosch, stellenbosch
Published 19 days ago
Report job