Financial Planner

Job Description

Join our dedicated team in East London as a Financial Planner, where you will play a vital role in advising clients on their financial decisions. You will be responsible for conducting financial assessments, offering sound investment advice, and developing strategies to grow clients' wealth, ensuring their financial objectives are met effectively.

Responsibilities

• Manage client portfolios and provide strategic advice to maximize returns.
• Create financial projections and forecasts to guide client decisions.
• Respond to client inquiries promptly and professionally.
• Develop marketing strategies to attract new clients and promote financial services.
• Maintain accurate records of client interactions and transactions for compliance purposes.

Requirements

Education

• Bachelor's degree in Finance, Accounting, or related field
• CFP or similar qualification

Experience

• 5+ years in financial advisory role

Technical Skills

• Retirement Planning
• Estate Planning

Soft Skills

• Analytical Thinking
• Client Management

Certifications

• Registered Financial Planner (RFP)

Languages

• English: Fluent

Advantageous

• Knowledge of local tax regulations: Understanding of South African taxation laws and implications for financial planning.
• Sales experience: Prior experience in sales or client acquisition within the financial services sector.

Benefits

• Comprehensive medical aid coverage
• Annual leave and sick leave
• Regular training sessions to enhance skills
• Flexible working conditions

Company Culture

• Innovation: We embrace innovation, continuously seeking new ways to enhance our services and exceed client expectations.
• Integrity: We value integrity and transparency in all our dealings, building trust with our clients and team members.
• Inclusivity: Our workplace promotes inclusivity, welcoming diverse perspectives that enrich our team's effectiveness.