Financial Planner

Job Description

We are seeking a skilled Financial Planner to join our Durban team. The successful candidate will provide expert financial advice, develop customized financial plans, and assist clients in achieving their financial goals. If you have a passion for helping others with their wealth management, we want to hear from you!

Responsibilities

• Assess client financial situations and recommend appropriate products.
• Track and report on client performance against goals.
• Provide insights on tax implications of investment decisions.
• Guide clients through the financial planning process from start to finish.
• Utilize CRM tools to manage client information and follow-ups.
• Research and present new investment opportunities to clients.
• Develop strong partnerships with financial institutions.
• Advocate for client interests by negotiating products and services.
• Stay informed about changes in investment regulations.
• Encourage clients to increase their financial literacy and independence.

Requirements

Education

• Bachelor's degree in Business Administration or related field
• Master's degree in Finance is advantageous

Experience

• 4+ years in financial advisory or planning role

Technical Skills

• Market Research
• Portfolio Management
• Financial Software Proficiency

Soft Skills

• Client-focused
• Leadership
• Time Management

Certifications

• Financial Risk Manager (FRM)
• Chartered Financial Analyst (CFA)

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Bachelor's degree in Economics or related field: Advanced understanding of economic principles impacting financial planning.
• Familiarity with retirement planning options: Experience in advising clients on pension and retirement solutions.

Benefits

• Comprehensive health insurance package
• Annual performance reviews with salary adjustments
• Flexible work hours
• Professional development reimbursements

Company Culture

• Continuous Improvement: We believe in the continuous improvement of our services and our team.
• Diversity and Inclusion: Our diverse team is our strength, and we embrace different perspectives.
• Work-Life Balance: We promote a culture that fosters work-life balance for our employees.