Financial Planner

Job Description

We are seeking a skilled Financial Planner to join our Durban office. You will play a crucial role in advising clients on financial strategies, including investments, retirement, and estate planning. This is an exciting opportunity to make a significant impact on the financial futures of your clients.

Responsibilities

• Assess clients’ financial situations to develop personalized plans.
• Guide clients in investment decision-making and asset allocation.
• Review client portfolios regularly to ensure alignment with financial goals.
• Advise on tax-efficient investment strategies.
• Conduct seminars and webinars to promote financial education.
• Create reports and documents summarizing financial recommendations.
• Follow up with clients to ensure satisfaction and retention.
• Cultivate new client relationships through networking and referrals.

Requirements

Education

• Bachelor's degree in Finance, Business, or a related field
• Master's degree or additional certifications is an advantage

Experience

• 5+ years of experience in financial advisory or wealth management

Technical Skills

• Portfolio Management
• Financial Planning Software

Soft Skills

• Negotiation
• Analytical Thinking

Certifications

• Chartered Financial Analyst (CFA)
• Financial Risk Manager (FRM)

Languages

• English: Fluent

Advantageous

• Strong networking skills: Ability to build professional relationships for client acquisition.
• Bilingual proficiency: Ability to communicate effectively in both English and Afrikaans.

Benefits

• Market-related salary with annual bonus potential
• Health and wellness programs
• Flexible work hours
• Professional development opportunities

Company Culture

• Innovation: We value innovative thinking and support new ideas and creative solutions.
• Integrity: We uphold the highest standards of integrity in every aspect of our business.
• Diversity and Inclusion: We are committed to fostering a diverse and inclusive workplace.