Financial Planner

Umhlanga FULL TIME R50,000 - R66,667 / Month
(R600,000 - R800,000 / Year)

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

Develop and implement comprehensive financial plans for individual clients.
Conduct market analysis and research to provide investment recommendations.
Build and maintain strong relationships with clients through regular communication.
Review and adjust financial plans based on shifts in market conditions or client goals.
Provide tax planning and estate planning advice as part of the overall financial strategy.
Monitor client portfolios and prepare regular performance reports.

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

Experience with financial software such as Wealthfront and Betterment: Familiarity with technologically driven financial planning tools.
Understanding of behavioral finance principles: Knowledge of how psychological factors influence financial decisions.

Benefits

Competitive salary with performance bonuses
Comprehensive medical aid plans
Flexible working arrangements
Training and professional development opportunities

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.

Status: Open

Deadline: November 5, 2026