Financial Planner

Job Description

We are in search of a driven Financial Planner to join our team in Durban. The ideal candidate will possess comprehensive skills in financial analysis, investment strategies, and client relationship management. In this role, you will be responsible for crafting personalized financial plans that align with our clients' goals while ensuring regulatory compliance.

Responsibilities

• Evaluate clients’ financial documents to determine their financial standing.
• Develop and execute investment strategies tailored to clients' risk tolerance.
• Assist clients in building diversified investment portfolios.
• Provide ongoing support and adjustments to clients' financial plans.
• Prepare reports and presentations for clients on financial matters.
• Engage in continuous professional development and training.

Requirements

Education

• Bachelor's degree in Finance or Business Administration
• Additional qualifications such as CFP or CFA are an advantage

Experience

• 4+ years in financial advisory or related fields

Technical Skills

• Investment Strategies
• Risk Management

Soft Skills

• Relationship Management
• Negotiation Skills

Certifications

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

Languages

• English: Fluent
• Zulu: Intermediate

Advantageous

• Strong networking abilities: Ability to build and leverage a strong professional network in the financial community.
• Understanding of international investment options: Knowledgeable in global investment strategies and options.

Benefits

• Health insurance and retirement savings plans
• Training and development programs
• Paid time off for personal and sick leave
• Opportunity to work in a dynamic and supportive environment

Company Culture

• Diversity and Inclusion: We celebrate diversity and ensure every voice is heard.
• Continuous Learning: We support professional growth through ongoing training and development.
• Work-Life Balance: We value the well-being of our employees and encourage a healthy work-life balance.