Wealth Planner, Umhlanga

Wealth Planner, Umhlanga
 
A wealth management specialist company is looking for a planner to join their growing team. If investments are your passion and giving bespoke plans to your clients that achieve their goals and needs then this is the opportunity for you!
 
The remuneration package:
        • R25k per month for 6 months, then reducing to R20k per month
        • Based in KPI’s, an annuity of up to 0.4%
        • 50% of upfront fees
        • 10% of executors fees
        • If you have a book of clients to bring across, they are able to secure you a special deal on that client base
 
Requirements:
        • RE5
        • Minimum of an NQF5 Wealth Management (or similar finance qualification)
        • 4+ years wealth planning experience (specializing in investments)
Estate planning experience of 1+ year
 
nicky@proappoint.co.za