Financial Planner

Job Description

We are seeking a passionate Financial Planner to join our team in Umhlanga. The ideal candidate will possess a strong understanding of financial markets and investment strategies. This is an exciting opportunity to help clients achieve their financial goals through personalized planning.

Responsibilities

• Assist clients in identifying their financial goals and developing investment strategies.
• Stay abreast of market trends, tax laws, and financial regulations.
• Prepare and deliver presentations on financial topics to clients and groups.
• Coordinate with attorneys, accountants, and other specialists to provide clients with integrated financial services.
• Help clients navigate retirement planning options and asset management.
• Participate in ongoing training and professional development opportunities.

Requirements

Education

• Bachelor's degree in Accounting or Business Administration
• Postgraduate in Financial Planning is advantageous

Experience

• 5+ years of progressive financial advisory experience

Technical Skills

• Portfolio Management
• Risk Management
• Retirement Planning

Soft Skills

• Professionalism
• Negotiation Skills

Certifications

• Registered Investment Advisor (RIA) - optional
• Certified Wealth Strategist (CWS) - optional

Languages

• English: Fluent

Advantageous

• Advanced Excel and financial modeling skills: Experience creating complex spreadsheets for financial forecasting.
• Previous experience in a client-facing advisory role: Successful track record of client interactions and advisory engagement.

Benefits

• Retirement fund contributions by the employer
• Annual company retreats and events
• Professional certification support
• Work-life balance initiatives

Company Culture

• Innovation: We embrace innovative thinking to lead and reshape the financial landscape.
• Integrity: We uphold the highest standards of integrity in all our dealings.
• Team Spirit: Our culture encourages teamwork and a collaborative environment to achieve shared goals.