Financial Planner

Job Description

Exciting opportunity for an experienced Financial Planner to join our firm in Sandton. You will help clients navigate their financial journeys by developing strategies aimed at maximizing their investment returns.

Responsibilities

• Analyze market data to make informed financial recommendations.
• Create comprehensive investment reports and documentation.
• Work closely with the compliance team to ensure adherence to regulations.
• Provide education to clients on financial products and services.
• Support the growth of the firm's client base through proactive outreach.

Requirements

Education

• Bachelor's Degree in Finance or Economics
• Master's degree in Finance or MBA is preferred

Experience

• Proven track record with at least 5 years in financial advisory roles

Technical Skills

• Tax Planning
• Portfolio Management

Soft Skills

• Interpersonal Skills
• Negotiation Skills

Certifications

• Certified Wealth Strategist (CWS)
• Financial Risk Manager (FRM)

Languages

• English: Fluent

Advantageous

• Knowledge of estate planning: Understanding of wills, trusts, and estate taxation.
• Experience with retirement planning: Expertise in pension schemes and retirement income strategies.

Benefits

• Generous vacation policy and personal leave
• Comprehensive medical aid coverage
• Annual training allowance for continuous learning
• Company-sponsored team-building events
• Paid time for volunteering in the community

Company Culture

• Team Collaboration: We believe in teamwork and collaboration to achieve common goals.
• Innovation: Fostering innovation is at the heart of our strategic direction.
• Work-Life Balance: We prioritize a healthy work-life balance to promote overall well-being.