Financial Planner

Job Description

We are on the lookout for an experienced Financial Planner to join our vibrant team in Johannesburg. Your role will involve creating customized financial plans, conducting market analysis, and providing ongoing support to clients. Your success will be determined by your capacity to understand clients’ needs and offer effective financial solutions.

Responsibilities

• Draft comprehensive financial plans that reflect client goals.
• Review and analyse client portfolio performance regularly.
• Advise clients on risk management and asset protection.
• Keep clients informed about changes in laws and regulations that may affect their finances.
• Facilitate workshops and seminars on financial literacy for clients.
• Participate in networking events to build a professional clientele.
• Stay updated on financial products and industry trends.

Requirements

Education

• Bachelor's degree in Financial Planning or related field
• CFA or CFP certification preferred

Experience

• 4-6 years experience in financial advisory roles

Technical Skills

• Retirement Planning
• Estate Planning

Soft Skills

• Negotiation
• Networking

Languages

• English: Fluent

Advantageous

• Experience with financial planning software: Familiarity with tools like eMoney or MoneyGuidePro.
• Bilingual in Afrikaans: Ability to communicate in Afrikaans can be a bonus.

Benefits

• Salary reviews based on performance
• Comprehensive health benefits including dental and vision
• Work-life balance initiatives
• Training and skill development programs

Company Culture

• Collaborative Environment: We support collaboration and knowledge sharing among team members.
• Work-Life Balance: We value the balance between work and personal life, offering flexible arrangements.
• Recognition and Rewards: We acknowledge hard work and dedication through various recognition programs.