Financial Planner

Job Description

We're on the hunt for a Financial Planner to join our expert team in Johannesburg. As a Financial Planner, you will play a critical role in delivering bespoke financial solutions to our clients. Your expertise in investment strategies, risk management, and financial analysis will help clients navigate their financial journey, ensuring they meet their long-term goals. If you're passionate about helping individuals achieve financial independence and possess a deep understanding of the financial markets, we want to hear from you!

Responsibilities

• Assess client financial goals and develop actionable plans to achieve them.
• Stay informed of economic trends and regulations affecting the financial market.
• Guide clients through the selection of financial products and services.
• Regularly review clients’ financial situations to ensure plans remain effective.
• Build and maintain strong, long-lasting client relationships.
• Prepare and present detailed analysis of client financial data.
• Assist clients with understanding complex financial concepts.
• Work with legal and tax advisors to provide comprehensive solutions.
• Conduct client meetings to discuss financial progress and opportunities.
• Implement financial strategies in compliance with industry standards and regulations.

Requirements

Education

• Bachelor's degree in Business Administration or Finance
• Related certifications (e.g. CFP) preferred

Experience

• 4+ years in a financial advisory role

Technical Skills

• Financial Modelling
• Tax Planning

Soft Skills

• Negotiation
• Client Relationship Management

Certifications

• CFP (Certified Financial Planner)
• FPA member (Financial Planning Association)

Languages

• English: Fluent

Advantageous

• Advanced knowledge of behavioral finance: Understanding psychological influences on investor decisions.
• Experience in retirement plan advising: Knowledgeable on various retirement plan options and regulations.

Benefits

• Comprehensive health insurance coverage
• Attractive commission structure in addition to base salary
• Access to a wellness program
• Support for ongoing education and certifications

Company Culture

• Innovative Practices: We encourage innovative thinking and welcome new ideas from all team members.
• Growth-Oriented: We are dedicated to the professional development and growth of our employees.
• Ethical Standards: We uphold the highest ethical standards in all our interactions.