Financial Planner

Job Description

We’re looking for a passionate Financial Planner to provide expert financial advice and planning strategies to our clients in Johannesburg. You’ll collaborate with clients to develop financial plans that reflect their needs and aspirations, ensuring their financial decisions align with their long-term goals.

Responsibilities

• Design and implement effective investment strategies to meet clients’ objectives.
• Review and analyse client data to provide relevant financial solutions.
• Present financial planning workshops for clients to enhance their understanding.
• Actively participate in meetings with outside firms to refer clients with specific needs.
• Monitor economic conditions and trends that might impact clients' portfolios.

Requirements

Education

• Bachelor's degree in Business Administration, Finance, or relevant field
• Master's degree is an advantage

Experience

• 5+ years of experience in advising clients on financial matters

Technical Skills

• Portfolio Management
• Tax Strategies

Soft Skills

• Interpersonal Skills
• Analytical Thinking

Certifications

• Estate Planning Specialist (EPS)
• Financial Risk Manager (FRM)

Languages

• English: Fluent

Advantageous

• Strong negotiation skills: Experience in negotiating contracts and investment terms.
• Ability to educate clients on financial concepts: Capable of making complex financial matters understandable.

Benefits

• Comprehensive health and dental insurance
• Retirement savings plan with employer matching
• Access to financial workshops and training
• Employee recognition and rewards programs

Company Culture

• Collaboration: Teamwork and collaboration are fundamental; we succeed together.
• Empowerment: We empower our employees with the tools and opportunities they need to succeed.
• Diversity and Inclusion: We value diversity and actively create an inclusive environment for all.