Financial Planner

Job Description

We are seeking a skilled Financial Planner to join our dynamic team in Pretoria. The ideal candidate should possess solid experience in financial planning and wealth management, helping clients reach their financial goals. Your role will involve creating tailored financial plans, analysing client portfolios, and recommending suitable investment strategies.

Responsibilities

• Assist clients in understanding complex financial products and regulations.
• Conduct thorough market research to support investment decisions.
• Participate in seminars and workshops to enhance financial knowledge.
• Utilise financial software to model and forecast client financial scenarios.
• Liaise with legal and tax consultants to provide holistic financial guidance.

Requirements

Education

• Bachelor's degree in Finance, Accounting, or Business Administration
• Professional qualifications (CFA, CFP) will be advantageous

Experience

• 5+ years in financial services or related field

Technical Skills

• Portfolio Management
• Risk Assessment

Soft Skills

• Analytical Skills
• Negotiation

Certifications

• Registered Financial Consultant (RFC)
• Certified Investment Management Analyst (CIMA)

Languages

• English: Fluent

Advantageous

• Proficiency in SAP or similar ERP systems: Experience with enterprise resource planning systems for financial analysis.
• Background in estate planning: Knowledge in estate planning to provide comprehensive client services.

Benefits

• Comprehensive medical aid coverage
• 13th cheque and annual bonuses
• Flexible work schedule
• Training and development programs

Company Culture

• Continuous Improvement: We believe in continuous learning and provide opportunities for growth.
• Diversity and Inclusion: A diverse workforce fosters innovation and creativity. We welcome applicants from all backgrounds.
• Work-Life Balance: We support our employees in achieving a healthy work-life balance.