Financial Planner

Job Description

We are on the lookout for a Financial Planner to join our dynamic team in Johannesburg. You will be responsible for developing comprehensive financial plans and providing ongoing support to our clients in achieving their financial objectives. The ideal candidate will be detail-oriented, analytical, and possess strong interpersonal skills to build and maintain client relationships.

Responsibilities

• Identify and meet individual client needs through comprehensive financial analysis.
• Facilitate workshops and seminars to educate clients on financial literacy.
• Conduct risk assessments and recommend appropriate insurance coverages.
• Build and expand client network through referrals and relationship building.
• Provide exceptional customer service and support throughout the financial planning process.
• Collaborate with investment team for asset management strategies.
• Document client interactions and maintain accurate records in compliance with regulatory standards.

Requirements

Education

• Bachelor's degree in Financial Planning or a related field
• Master's degree in Business Administration (MBA) is an advantage

Experience

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

Technical Skills

• Portfolio Management
• Risk Management
• Retirement Planning

Soft Skills

• Client Relationship Management
• Detail-oriented
• Negotiation Skills

Certifications

• Chartered Financial Analyst (CFA)
• Financial Risk Manager (FRM)

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Understanding of regulatory compliance: Knowledge of the compliance environment governing financial advisors in South Africa.
• Skills in data analytics: Ability to utilize data analytics tools to enhance financial planning processes.

Benefits

• Comprehensive health cover including dental and vision care
• 25 days annual leave plus public holidays
• Retirement savings plan with employer contributions
• Opportunities for career advancement

Company Culture

• Work-Life Balance: We support a healthy work-life balance, allowing flexibility to meet personal and professional commitments.
• Innovative Thinking: Our culture encourages innovative thinking, where all ideas are welcome, and creativity is celebrated.
• Client-Centric Approach: We prioritize the needs of our clients in all that we do, ensuring exceptional service and satisfaction.