Financial Planner

Job Description

We are seeking a skilled Financial Planner to join our dynamic team in Cape Town. The ideal candidate will have a deep understanding of financial markets and investment strategies, and will play a critical role in advising clients on wealth management decisions.

Responsibilities

• Create tailored financial strategies to meet individual client needs.
• Evaluate and recommend financial products and services.
• Facilitate client meetings to discuss financial reviews.
• Ensure compliance with industry regulations and standards.
• Generate new business opportunities through networking.
• Provide ongoing support and guidance to clients on complex financial issues.

Requirements

Education

• Bachelor's degree in Accounting, Finance, or Economics
• Postgraduate qualifications would be an advantage

Experience

• 3+ years of relevant work experience in financial advisory roles

Technical Skills

• Portfolio Management
• Risk Management

Soft Skills

• Client Management
• Negotiation

Certifications

• Certified Financial Planner (CFP)
• Registered Financial Consultant (RFC)

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Experience in corporate finance: Background in corporate finance solutions and offerings.
• Advanced Excel skills: High proficiency in Excel for financial modeling and analysis.

Benefits

• Comprehensive medical aid and wellness programs
• Annual performance bonus structure
• Flexible working arrangements
• Professional development and further education support

Company Culture

• Integrity: We act with integrity and transparency in all our client dealings.
• Innovation: We encourage innovative thinking and solutions amongst our team.
• Client-Centric Approach: Our clients are at the heart of everything we do.