Financial Planner

Job Description

At Leading Financial Services, we are looking for a knowledgeable Financial Planner who can assist our clients in navigating their financial journey. You will provide tailored financial advice, monitor portfolio performance, and adjust strategies according to market changes. If you have a proactive approach and a genuine interest in client wellbeing, we want to hear from you.

Responsibilities

• Conduct risk assessments to determine suitable insurance and investment products.
• Advise clients on retirement planning, including savings vehicles and payout strategies.
• Analyze investment performance and provide clients with regular updates.
• Develop marketing materials to promote financial planning services and workshops.
• Engage in continuous professional education to stay updated with financial regulations and market changes.

Requirements

Education

• Bachelor's degree in Finance, Accounting, or related field
• Master’s degree in Finance or MBA preferred

Experience

• 5+ years of experience in financial advisory or wealth management

Technical Skills

• Investment Strategies
• Financial Software Proficiency

Soft Skills

• Analytical Skills
• Negotiation Skills

Certifications

• Financial Services Regulatory Authority (FSRA) registration

Languages

• English: Fluent

Advantageous

• Proactive networking skills: Ability to cultivate a personal network for client acquisition.
• Certification in estate planning: Certification showing proficiency in creating estate plans for clients.

Benefits

• Comprehensive medical aid coverage
• Retirement fund contributions and enhancements
• Flexible working hours and occasional remote work options
• Incentives for outstanding performance

Company Culture

• Integrity and Trust: We maintain high ethical standards and transparency in all client dealings.
• Collaborative Spirit: We believe in teamwork and collaboration for optimal client outcomes and workplace harmony.
• Diversity and Inclusion: Our team embraces diverse perspectives to enhance our service offerings.