Financial Planner

Job Description

As a Financial Planner at SynVest, you will assist clients from various backgrounds in achieving their financial objectives. You will provide insightful investment advice, help clients navigate complex financial decisions, and ensure compliance with regulatory standards, playing a crucial role in their financial journey.

Responsibilities

• Create and present financial plans that align with clients' financial aspirations.
• Review investments regularly and adjust portfolios as needed.
• Educate clients about financial products and market conditions.
• Work closely with compliance officers to meet industry regulations.
• Prospect new business through referrals and networking.
• Cultivate strong, ongoing client relationships through consistent follow-up.
• Identify cross-selling opportunities within the firm's other services.
• Keep comprehensive records of client interactions and transactions.

Requirements

Education

• Bachelor's degree in Economics, Finance, or a related field
• Advanced certification in Financial Planning is a plus

Experience

• 4+ years of experience in financial advisory services

Technical Skills

• Taxation Knowledge
• Retirement Planning

Soft Skills

• Adaptability
• Negotiation Skills

Certifications

• Chartered Financial Analyst (CFA)

Languages

• English: Fluent

Advantageous

• Experience in high net-worth client management: Skilled in managing relationships with high-value clients.
• Knowledge of South African financial regulations: Deep understanding of local financial policies and laws.

Benefits

• Market-related salary with annual bonus potential
• Wide-ranging health insurance options
• Generous leave policy for work-life balance
• Opportunities for continuous education and training
• Remote work options available for select roles

Company Culture

• Innovation: We encourage innovative thinking to meet ever-evolving client needs.
• Growth Mindset: A commitment to personal and professional growth is essential to our culture.
• Diversity and Inclusion: Our workplace environment is inclusive and respects the diversity of our team.