Financial Planner

Job Description

We are seeking a motivated Financial Planner to join our team in Port Elizabeth. The successful candidate will be responsible for developing personalised financial plans and providing strategic advice to clients. If you have a passion for helping others achieve their financial dreams, we want to hear from you.

Responsibilities

• Evaluate client financial information to develop strategic plans.
• Guide clients through the investment selection process.
• Monitor and report on portfolio performance and market changes.
• Educate clients on changes in financial legislation affecting their plans.
• Enhance clients' understanding of asset allocation and risk management.
• Participate in client meetings to ensure all financial needs are met.
• Develop and maintain a network of professional contacts for client referrals.

Requirements

Education

• Bachelor's degree in Economics or Finance
• Master's degree in Finance or related field is advantageous

Experience

• 5+ years of experience in investment advisory or financial planning roles

Technical Skills

• Wealth Management Strategies
• Financial Market Analysis

Soft Skills

• Client Management
• Negotiation

Certifications

• Registered Investment Advisor (RIA)
• Chartered Financial Planner (CFP)

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Certified Investment Management Analyst (CIMA): Certification that showcases expertise in investment management.
• Experience in estate planning: Knowledge of estate planning strategies and regulations.

Benefits

• Comprehensive health coverage and retirement savings plans
• Performance-based bonuses and incentives
• Access to continuous training and development programs
• Flexible working hours for a better work-life balance

Company Culture

• Continuous Improvement: We encourage ongoing education and self-improvement for all team members.
• Inclusive Environment: Diversity and inclusion are paramount in our workplace.
• Work-Life Balance: We believe in promoting a healthy balance between work and personal life.