Financial Planner

Job Description

We are seeking a skilled Financial Planner to join our team in Pretoria. The right candidate will work closely with clients to understand their financial goals, develop personalized strategies, and guide them through investment options. You will leverage your expertise to cultivate strong client relationships and deliver exceptional service.

Responsibilities

• Engage clients in thorough financial planning discussions.
• Advise on investment opportunities and risk management strategies.
• Compile financial plans and investment proposals for clients.
• Respond to client inquiries and provide expert advice.
• Identify areas for client growth and propose relevant solutions.
• Review and update financial plans based on changing client needs.
• Work closely with insurance agents and tax advisors.
• Maintain accurate records of client interactions and plans.
• Contribute to team meetings with insights on client trends.

Requirements

Education

• Bachelor's degree in Economics, Business Administration, or Finance
• CFP certification or similar is preferred

Experience

• 4+ years of experience in the financial services industry

Technical Skills

• Portfolio Management
• Market Analysis

Soft Skills

• Negotiation
• Time Management

Certifications

• Registered Financial Consultant (RFC)
• Wealth Management Certification

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Proficiency in tax preparation: Experience with tax law and strategies to minimize client tax liabilities.
• Knowledge of estate planning: Understand the components of estate planning and transfer of wealth.

Benefits

• Health insurance and life cover
• Annual leave and family responsibility leave
• Professional development opportunities
• Remote working arrangements available

Company Culture

• Innovation: We encourage innovative thinking and welcome new ideas that enhance client experiences.
• Continuous Improvement: We are committed to ongoing improvement in our services and ourselves as professionals.
• Inclusivity: A diverse team is a strong team, and we embrace inclusion in our workplace.