Financial Planner

Job Description

Join our Johannesburg-based team as a Financial Planner where you will play a critical role in guiding clients through their financial decisions. You will focus on assessing clients’ financial needs, devising comprehensive financial plans, and building lasting relationships. A successful candidate should have expertise in investment advice, tax planning, and wealth management, with a commitment to providing outstanding client service.

Responsibilities

• Evaluate clients’ financial situations through comprehensive assessments of assets, liabilities, and income.
• Advise clients on changes to their financial plans based on market developments or personal changes.
• Provide tailored recommendations on financial products, like insurance, retirement funds, and mutual funds.
• Prepare documentation for client agreements and ensure compliance with relevant legislation.
• Work alongside the marketing team to promote financial services and attract new clients.

Requirements

Education

• Bachelor's degree in Business Administration or Finance
• Master's degree is advantageous

Experience

• 3-5 years of experience in a financial advisory role

Technical Skills

• Market Research
• Regulatory Compliance

Soft Skills

• Client Relationship Management
• Teamwork

Certifications

• Registered Investment Advisor (RIA)
• Financial Risk Manager (FRM)

Languages

• English: Fluent

Advantageous

• Previous experience in strategic planning: Experience assisting clients in structuring long-term financial strategies.
• Networking skills: Strong networking abilities to foster potential client relationships.

Benefits

• Comprehensive medical aid and wellness programs
• Generous leave policies including parental leave
• Personal growth and study assistance programs
• Work-life balance initiatives

Company Culture

• Innovative Mindset: We encourage employees to bring innovative solutions and ideas to the table.
• Supportive Environment: We create a supportive atmosphere where everyone feels comfortable contributing their skills.
• Community Engagement: We believe in giving back to the community and engage in various CSR initiatives.