Job Title:Audit Director, Port Elizabeth

Detail:

Key Responsibilities

Engage with new and existing clients, both virtually and in person Onboard new clients through a structured process Provide financial and investment advice across local and offshore portfolios Assist clients with tax, estate planning, and wills Conduct regular investment reviews and client meetings Keep up to date with markets, tax regulations, and investment vehicles Handle client queries and maintain accurate client records Ensure FICA compliance

Requirements

Minimum 3 years’ experience as a Financial Planner Fluency in English and Afrikaans (spoken and written) Relevant degree (BCom/BusSci/Hons preferred) RE5 regulatory exam completed CFP® qualification (or studying towards it) highly advantageous Proficiency in MS Office (Word, Excel, PowerPoint) Strong communication, organisational, and time management skills Commitment to continuous learning and professional growth