Financial Planner

Job Description

Join our Durban office as a Financial Planner, where you will leverage your expertise in financial planning and investment management to assist clients in achieving their financial objectives. The ideal candidate will have solid experience in designing tailored financial solutions for a diverse clientele.

Responsibilities

• Evaluate client portfolios to ensure alignment with financial goals.
• Educate clients on the importance of diversified investment strategies.
• Work with insurance products to provide comprehensive financial solutions.
• Participate in client meetings as a trusted financial advisor.

Requirements

Education

• Bachelor's degree in Business Administration or Economics
• Advanced financial certifications preferred (CFP, CFA)

Experience

• 5+ years in a financial advisory role working with clients directly

Technical Skills

• Tax Planning
• Retirement Planning

Soft Skills

• Negotiation
• Team Collaboration

Certifications

• Registered Financial Planner (RFP)
• Wealth Management Certification

Languages

• English: Fluent

Advantageous

• Knowledge of local regulations and compliance requirements: Understanding of the South African financial landscape and relevant laws.
• Experience in selling financial products: Background in advising clients on investment products and their benefits.

Benefits

• Medical aid and wellness programs
• Performance-based bonuses
• Annual professional development budget
• Work-from-home options

Company Culture

• Integrity: We uphold the highest standards of ethical conduct and transparency in all our dealings.
• Innovative Solutions: Our team is encouraged to think creatively to develop effective financial strategies.
• Diversity and Inclusion: We celebrate the diverse backgrounds of our employees and promote an inclusive workplace.