Financial Planner

Job Description

Join our dynamic team as a Financial Planner in Port Elizabeth. This role involves working closely with clients to understand their financial goals, developing tailored financial plans, and providing ongoing advice. The ideal candidate will have a strong understanding of investment strategies, retirement planning, and risk management.

Responsibilities

• Evaluate and select appropriate financial products for clients.
• Maintain up-to-date knowledge of industry trends and regulatory changes.
• Participate in ongoing professional development and training.
• Provide superior service and support to clients throughout their financial journey.
• Meet with clients regularly to assess ongoing financial needs and adjust plans accordingly.

Requirements

Education

• Bachelor's degree in Business or a relevant field
• MBL or Further qualifications in financial planning are advantageous

Experience

• 5+ years in financial advisory roles with proven success

Technical Skills

• Retirement Planning
• Tax Advisory

Soft Skills

• Client Relationship Management
• Negotiation

Languages

• English: Fluent

Advantageous

• Advanced Excel skills for financial analysis: Expertise in using Excel for complex financial calculations and scenarios.
• Strong understanding of investment products available in the South African market: Knowledge of local investments to better serve clients' needs.

Benefits

• Comprehensive medical cover and retirement savings plan
• Professional development opportunities
• Performance-linked bonuses
• Work-life balance initiatives

Company Culture

• Integrity and Trust: We operate with integrity, ensuring our clients can trust our advice and services.
• Innovation: We embrace innovation in financial services, continually seeking better solutions for our clients.
• Inclusivity: We value diversity and strive to create an inclusive workplace for all employees.