Financial Planner

Job Description

We are looking for an experienced Financial Planner to join our team in Pretoria. The ideal candidate will have a strong background in financial planning, investment strategies, and client relationship management.

Responsibilities

• Guide clients in selecting the right financial products to achieve their goals.
• Assess risk levels and adjust financial recommendations accordingly.
• Participate in client meetings and financial seminars as an expert speaker.
• Maintain accurate and organized records of client interactions and transactions.
• Collaborate with compliance teams to ensure adherence to policies.
• Utilize financial software and tools for analysis and reporting.
• Foster a supportive team culture by sharing knowledge and insights with colleagues.

Requirements

Education

• Bachelor's degree in Finance or Economics
• Master’s degree in Business Administration is an advantage

Experience

• 4+ years in financial advisory or wealth management

Technical Skills

• Portfolio Management
• Regulatory Knowledge

Soft Skills

• Negotiation
• Adaptability

Certifications

• Chartered Financial Analyst (CFA)
• Certified Investment Management Analyst (CIMA)

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Familiarity with compliance regulations: Awareness of compliance and regulatory requirements relevant to financial advisors.
• Networking experience: Ability to build and maintain professional networks in financial services.

Benefits

• Generous annual leave policy
• Retirement savings plan with matching contributions
• Support for continuing education and certifications
• Work-life balance initiatives

Company Culture

• Innovative Thinking: We encourage creative problem-solving and innovative thinking in our approach to financial planning.
• Continuous Improvement: We are committed to ongoing training and development to enhance our team's skills and knowledge.
• Work-Life Balance: We value work-life balance and offer flexibility to meet the needs of our employees.