Financial Planner

Job Description

We are looking for an experienced Financial Planner to join our Durban team. The ideal candidate will have a solid understanding of personal finance, investment strategies, and client relationship management. You will be responsible for guiding clients in achieving their financial goals through tailored planning and investment solutions.

Responsibilities

• Conduct financial workshops for client education.
• Build and maintain long-term client relationships.
• Ensure compliance with all relevant financial laws and regulations.
• Analyze economic trends and market conditions.
• Guide clients on estate planning and asset management.
• Assist in the development of marketing strategies for client acquisition.

Requirements

Education

• Bachelor's degree in Business Administration or related field
• Postgraduate qualification in Financial Planning is an advantage

Experience

• 5+ years of experience in the financial services sector

Technical Skills

• Risk Assessment
• Portfolio Management

Soft Skills

• Analytical Thinking
• Teamwork

Certifications

• Certified Financial Planner (CFP) or equivalent
• Certified Investment Management Analyst (CIMA)

Languages

• English: Fluent
• Zulu: Proficient

Advantageous

• Experience in estate planning: Knowledgeable in structuring estate plans for clients.
• Familiarity with retirement planning strategies: Skilled in advising clients on retirement savings and investment options.

Benefits

• Attractive pension plan with company contributions
• Access to ongoing training and certification support
• Paid time off for volunteer activities
• Employee assistance programs

Company Culture

• Collaboration: We believe in teamwork and collaborate to achieve the best results for our clients.
• Client Focused: All our actions are geared towards serving our clients' best interests.
• Innovation: We embrace innovative solutions and strategies to meet our clients' evolving needs.