Financial Advisor

Personal Trust (Pty) Ltd

Western Cape, South Africa


Aug 27

Personal Trust is a client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years. Personal Trust offers a full range of financial services including: Investment & Portfolio Management, Offshore Financial Services, Trustee Services, Retirement Planning, Local & Offshore Money Market, Estate Planning, Tax Services and Wills. This new vacancy has been created within one of our Financial Planning teams, based at our offices in Rondebosch. This role is responsible for estate planning and advisory support to a predominantly younger clientele, still in the accumulation/ savings phase of retirement planning. The role includes the product analysis, financial needs analysis and preparation of related documentation. Incumbent will be expected to manage and grow own client base. Role is ideally suited to experienced applicants with 3-5 years previous advisory experience, or more, specifically dealing with investment advice.

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