Personal Finance Advisor
2 weeks ago
We are seeking a skilled and motivated individual to fill the position of Wealth Planner at EQ-FIN Bryanston.
The successful candidate will have:
- A minimum of 2 years' experience in financial planning and/or wealth management;
- Relevant qualifications in finance, accounting, or a related field;
- Excellent communication and interpersonal skills;
- A strong ability to build relationships with clients and colleagues;
- Strong analytical and problem-solving skills.
The estimated annual salary for this role is R580,000 - R680,000, depending on experience.
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Personal Finance Advisor
2 weeks ago
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Personal Finance Advisor
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London, Greater London, United Kingdom EQ-FIN Bryanston Full timeKey ResponsibilitiesIn this Personal Finance Advisor role at EQ-FIN Bryanston, you will be responsible for building strong relationships with clients, educating them on various aspects of personal finance, and creating customized financial plans that cater to their unique needs and goals.
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