Financial Planner

Job Description

We are seeking a Financial Planner to join our team in Durban. The ideal candidate will possess a strong understanding of financial markets and investment strategies to assist clients in achieving their financial goals. You will develop personalized financial plans and provide ongoing financial advice.

Responsibilities

• Identify clients' financial objectives and develop structured strategies to achieve them.
• Analyze investment portfolios and recommend adjustments for optimum performance.
• Monitor clients' progress toward achieving their financial goals.
• Build strong rapport with clients to ensure lasting trust and loyalty.
• Prepare and file relevant financial documents accurately and in a timely manner.
• Collaborate with other financial specialists to provide comprehensive service.

Requirements

Education

• Bachelor's degree in Finance, Business Administration or a related field
• Certified Financial Planner (CFP) certification is an advantage

Experience

• 3+ years of experience in a customer-facing financial planning role

Technical Skills

• Budgeting
• Retirement Planning

Soft Skills

• Client Relations
• Problem-solving

Certifications

• Certified Financial Planner (CFP)
• Financial Risk Manager (FRM) is advantageous

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Experience in tax planning strategies: Ability to apply effective tax strategies to maximize financial outcomes.
• Familiarity with regulatory compliance: Knowledge of compliance issues related to financial advisory services.

Benefits

• Attractive salary package with bonuses
• Comprehensive health and wellness program
• Retirement plan with employer match
• Work-life balance initiatives
• Ongoing training and education subsidies

Company Culture

• Innovative Thinking: We embrace creativity and encourage our team to think outside the box for better client solutions.
• Continuous Improvement: We focus on professional development and ongoing learning opportunities for our staff.
• Community Involvement: We believe in giving back to the community and participate in local initiatives.