Financial Planner

Job Description

We are seeking a dedicated Financial Planner in Cape Town to help our clients achieve their financial aspirations. The successful candidate will possess strong analytical skills, attention to detail, and a passion for helping individuals grow their wealth through strategic planning and investment advice.

Responsibilities

• Develop tailored financial plans based on clients' goals and risk tolerance.
• Conduct regular reviews and updates to clients’ financial portfolios.
• Provide advice on investments, estate planning, and tax strategies.
• Educate clients on financial products and market conditions.
• Assist clients with retirement planning and asset management.
• Build and maintain strong client relationships through ongoing communication.

Requirements

Education

• Bachelor's degree in Business Administration or Finance

Experience

• 5+ years of experience in financial advisory, preferably in a client-facing role

Technical Skills

• Tax Planning
• Retirement Planning

Soft Skills

• Problem-solving
• Detail-oriented

Certifications

• Financial Risk Manager (FRM)

Languages

• English: Fluent

Benefits

• Competitive salary and performance bonuses
• Comprehensive medical aid and health insurance
• Retirement savings plan
• Continuous professional development opportunities