Financial Planner

Job Description

Join our team as a Financial Planner in Pretoria, where you will be responsible for crafting tailored financial plans that encompass investment, savings, and risk management strategies. The ideal applicant will have a passion for helping people achieve their financial objectives, strong analytical skills, and a background in investment products and market analysis.

Responsibilities

• Assist clients in understanding their financial position and investment options.
• Prepare reports detailing recommendations and performance analysis of investments.
• Ensure adherence to ethical standards and best practices in financial advising.
• Provide clients with proactive advice based on changing financial environments.
• Support the marketing team in outreach efforts to garner new clients.

Requirements

Education

• Bachelor's degree in Financial Planning, Accounting, or related field
• Master's degree is an advantage

Experience

• 5+ years in financial advisory roles

Technical Skills

• Wealth Management
• Taxation Knowledge

Soft Skills

• Client Relationship Management
• Problem-Solving

Certifications

• Registered Financial Planner (RFP)
• Financial Risk Manager (FRM) is a plus

Languages

• English: Fluent

Advantageous

• Experience with Investment Platforms: Proficient in using multiple investment platforms and tools.
• Knowledge of Regulatory Framework: Understanding of the financial regulatory environment in South Africa.

Benefits

• Comprehensive health insurance plan
• Pension fund with company contribution
• Work-life balance initiatives
• Professional training and certification support

Company Culture

• Integrity: We adhere to the highest ethical standards, ensuring transparency and honesty in our client interactions.
• Continuous Improvement: We embrace change and strive to continually improve our practices and services.
• Learning Environment: We encourage ongoing learning and provide resources to support professional growth.