Financial Planner

Job Description

We are seeking a skilled Financial Planner to join our Durban team. The ideal candidate will possess a solid understanding of financial planning principles and a passion for helping clients achieve their financial objectives. You will be responsible for developing tailored financial plans and providing guidance on investments, retirement planning, and estate planning.

Responsibilities

• Evaluate client portfolios and recommend necessary adjustments.
• Assist with retirement planning and savings strategies.
• Provide guidance on tax optimization and compliance.
• Develop new business through networking and referrals.
• Maintain accurate financial records and documentation.

Requirements

Education

• Bachelor's degree in Business Administration or related field
• Postgraduate qualification in Financial Planning is an advantage

Experience

• 5+ years of experience in financial advising or planning roles

Technical Skills

• Financial Modelling
• Risk Assessment

Soft Skills

• Negotiation
• Analytical Thinking

Certifications

• AMG - Associate in Management and Governance
• CFA - Chartered Financial Analyst

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Experience in wealth management: Ability to manage high-net-worth client portfolios.
• Familiarity with estate planning processes: Knowledge of wills, trusts, and estate taxes.

Benefits

• Above-average compensation with annual bonuses
• Flexible working hours and remote work opportunities
• Health insurance coverage for employee and dependents
• Support for continuous learning and certifications

Company Culture

• Continuous Improvement: We are committed to the continuous improvement of our services and professional skills.
• Work-Life Balance: We support a work-life balance that allows employees to thrive both at work and at home.
• Professional Growth: Opportunities for career advancements and skill-building are provided to all employees.