SUMMARY:
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POSITION INFO:
FINANCIAL PLANNER LEARNERSHIP (GRADUATE)
Our client provides financial advice and structuring and fiduciary services (investments, estates, tax, expat tax, cross border tax, wealth management, etc.)
Job description and responsibilities:
- Desire to pursue a career in financial planning
- 2 year learnership/discipleship program – Financial planning based on Biblical principles.
- Strong admin skills
- Flair for sales
- Biblical morals and standards
- Willing to travel
- Valid drivers license and vehicle required
- Pastel or Sage or Xero experience
- Must be fluent in Afrikaans and English
- Male candidates preferred for safety reasons (travel on dirt roads between farms)
Education and Experience:
- Comm with SAIPA/SAICA articles (Strong Cost & management accounting)
OR
- Post Graduate Diploma in Financial planning;
OR
- Candidates recently registered as a CFP
