Financial Planner

Job Description

We are seeking a detail-oriented Financial Planner to join our firm. In this role, you will work closely with clients to assess their financial needs and develop comprehensive plans that guide them towards achieving their goals. You will leverage your financial market knowledge to provide tailored investment solutions, retirement plans, and advice on insurance products.

Responsibilities

• Design and implement financial models for client planning.
• Engage in continuous professional development to enhance skills.
• Support marketing strategies to attract new clients.
• Document all client interactions and financial plan changes.
• Cross-sell additional financial products and services.
• Build and maintain long-term client relationships based on trust.

Requirements

Education

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

Experience

• 5+ years in the financial planning profession with a focus on client service

Technical Skills

• Risk Assessment
• Asset Management

Soft Skills

• Analytical Skills
• Negotiation Skills

Certifications

• Chartered Financial Consultant (ChFC)
• Fiduciary Certification

Languages

• English: Fluent
• Xhosa: Conversational

Advantageous

• Experience in behavioural finance: Understanding of psychological factors that influence financial decisions.
• Proficiency in investment analytics tools: Hands-on experience with analytics platforms used for investment planning.

Benefits

• Monthly performance bonuses and annual salary increases
• Healthcare benefits including dental and vision coverage
• Work-life balance initiatives
• Access to continued training and certification programs

Company Culture

• Innovation: Encouraging innovative thinking and creative solutions is at our core.
• Inclusivity: We value diversity and create an inclusive workplace that celebrates our differences.
• Professional Development: We provide ample resources for ongoing professional development and career growth.