Financial Planner

Job Description

As a Financial Planner in our Sandton office, you will provide personalized, strategic financial planning services to a diverse portfolio of clients. You will assess clients’ financial status, develop tailored strategies, and ensure they implement effective wealth management practices. The role also involves continual education and updating of financial strategies based on the latest market insights.

Responsibilities

• Assist clients with retirement planning by providing actionable strategies and monitoring progress.
• Review and analyze clients' portfolios to ensure alignment with their financial objectives.
• Conduct workshops and seminars for clients to educate them on financial literacy and planning essentials.
• Manage client communications and follow-up to ensure satisfaction and retention.