Certified Financial Planner (CFP®)
O'Brien Recruitment
📍 cape town, cape town, South-Africa
Job Description
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable organization committed to excellence and integrity, is seeking a skilled Certified Financial Planner (CFP®) to deliver personalized financial solutions that truly make a difference.
Duties:
Develop and maintain bespoke financial plans aligned with each client's unique goals
Conduct in-depth financial analysis across investments, retirement, and estate planning
Advise clients with clarity and confidence on complex financial matters
Monitor market and regulatory developments and adjust strategies accordingly
Build and deepen trusted, long-term client relationships
Ensure full compliance with FAIS and relevant regulatory requirements
Requirements:
Certification as a C...