Financial Planner

Job Description

As a Financial Planner in Johannesburg, you will work closely with clients to design their financial future. Your expertise in wealth management will empower clients to make informed investment decisions and ensure they reach their financial goals. We are looking for someone with a strong analytical background and a passion for client service.

Responsibilities

• Evaluate client financial situations to develop suitable financial plans.
• Provide expert guidance on retirement planning and insurance options.
• Ensure compliance with regulatory requirements in all financial advice.
• Manage client appointments and follow up on progress regularly.
• Conduct presentations and educational workshops for clients.
• Cultivate client relationships to foster loyalty and long-term partnerships.
• Research and recommend investment and savings products tailored to client needs.

Requirements

Education

• Master's degree in Finance or Business Administration preferred

Experience

• 5+ years of relevant experience in financial advisory roles

Technical Skills

• Portfolio Management
• Financial Modelling

Soft Skills

• Negotiation
• Attention to Detail

Certifications

• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP)

Languages

• English: Fluent

Advantageous

• Advanced Excel skills: Proficiency in using Excel for complex financial modeling.
• Certifications in Personal Financial Planning: Additional qualifications that enhance credibility in financial advice.

Benefits

• Comprehensive medical aid and retirement plan
• Annual bonuses based on performance
• Support for continued education and qualifications
• Work-life balance initiatives

Company Culture

• Innovation: We foster an innovative environment where new ideas are welcomed and encouraged.
• Professionalism: Our team maintains high standards of professionalism in all interactions.
• Growth Mindset: We encourage personal and professional growth for all our employees.