Associate Financial Planner

Purpose of the role The Associate Financial Planner | Executive Client Portfolio works alongside the Executive Director, Financial Planning in delivering comprehensive financial planning advice to an established and complex portfolio of predominantly high-net-worth client relationships. Unlike a traditional Financial Planner role, the position is not initially responsible for building or independently leading a separate client portfolio . Instead, the successful candidate will operate in a co-f… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it. Employer: BDO South Africa