Financial Planner

Job Description

We are seeking a Financial Planner to join our team in Durban. The successful candidate will be responsible for developing and managing financial plans tailored to individual client needs, offering insights on investment strategies, and helping clients navigate their financial journeys with confidence.

Responsibilities

• Construct and review investment portfolios according to client goals.
• Mitigate risks through diversification and asset allocation.
• Educate clients on tax implications of their investments.
• Conduct regular reviews of client goals and financial performances.
• Organize training for junior advisors and team members on financial products.

Requirements

Education

• Bachelor's degree in Finance, Business Administration, or a related field
• Higher diploma in Financial Planning is a plus

Experience

• 4+ years of experience in wealth management or financial advisory roles

Technical Skills

• Portfolio Optimization
• Risk Assessment

Soft Skills

• Analytical Thinking
• Negotiation Skills

Certifications

• Chartered Financial Analyst (CFA)
• Financial Modeling and Valuation Analyst (FMVA)

Languages

• English: Fluent

Advantageous

• Experience in estate planning: Ability to help clients with trust and estate management.
• Proficiency in retirement planning: Specialized knowledge in 401k and pension plans.

Benefits

• Comprehensive health and dental benefits
• Pension plan with matching contributions
• Flexible working hours
• Professional development opportunities

Company Culture

• Client-Centric Approach: We prioritize our clients' needs and tailor our services to help them succeed financially.
• Continuous Learning: We support our team's growth through ongoing training and learning opportunities.
• Diversity and Inclusion: We are committed to an inclusive workplace culture that welcomes diverse perspectives.