Financial Planner

Job Description

We are seeking a motivated Financial Planner to join our team in Durban. The ideal candidate will have a deep understanding of financial markets and will be responsible for providing personal financial advice, developing customized financial plans, and managing investment portfolios. Strong analytical skills and a passion for helping clients achieve their financial dreams are essential.

Responsibilities

• Analyze market trends to identify new opportunities for clients.
• Develop and implement risk management plans.
• Provide exceptional customer service to foster client loyalty.
• Assist clients with tax planning and compliance.
• Participate in networking events to expand client base.
• Document and review clients' financial plans regularly.

Requirements

Education

• Bachelor's degree in Financial Planning, Economics, or related field
• Postgraduate qualification is advantageous

Experience

• 5+ years of experience in a financial advisory role

Technical Skills

• Financial Modelling
• Portfolio Management

Soft Skills

• Negotiation
• Emotional Intelligence

Certifications

• Registered Financial Planner (RFP)
• Certified Investment Management Analyst (CIMA)

Languages

• English: Fluent
• Zulu: Proficient

Advantageous

• Experience with estate planning strategies: Knowledge in assisting clients with wills and trusts.
• Familiarity with retirement products and services: Understanding retirement plans to provide better advice to clients.

Benefits

• Health and dental insurance
• Generous leave policy
• Employee training and development programs
• Opportunity for performance bonuses

Company Culture

• Integrity: We uphold the highest ethical standards in our work.
• Diversity and Inclusion: We value diversity and are committed to creating an inclusive workplace.
• Work-Life Balance: We support our team members in maintaining a healthy work-life balance.