Financial Planner

Job Description

We are seeking a skilled Financial Planner to join our Johannesburg office. You will be tasked with developing personalized financial plans and providing investment advice that aligns with clients’ financial objectives. A strong background in finance and a client-centric approach are essential.

Responsibilities

• Proactively reach out to clients to ensure compliance with their financial plans.
• Generate new business through client referrals and outreach initiatives.
• Develop marketing strategies for financial planning services.
• Engage in continuous professional development to enhance expertise.
• Utilize financial planning software and tools to enhance service delivery.

Requirements

Education

• Bachelor's degree in Business Administration or relevant field
• Master's degree in Finance or related field is a plus

Experience

• 5+ years of experience in financial analysis or consulting

Technical Skills

• Financial Modelling
• Tax Planning

Soft Skills

• Analytical Thinking
• Negotiation Skills

Certifications

• Certified Wealth Strategist
• Finance Management Certificate

Languages

• English: Fluent

Advantageous

• Proficiency in financial planning software (e.g., eMoney): Experience using financial planning tools for client management.
• Understanding of regulatory compliance in financial services: Knowledge of laws and regulations relevant to personal finance.

Benefits

• Comprehensive health, dental, and vision insurance
• Retirement savings plan with employer matching
• Generous annual leave policy
• Employee assistance program

Company Culture

• Diversity and Inclusion: We embrace diversity and encourage applications from individuals of diverse backgrounds.
• Work-Life Balance: We promote a healthy work-life balance for all employees.
• Employee Recognition: We acknowledge and reward outstanding performance among our team members.