Financial Planner

Job Description

We are seeking a passionate Financial Planner to join our team in Cape Town. The role involves developing personalised financial plans for clients, analysing their financial needs, and providing strategic advice on investments, savings, and retirement planning. If you have a knack for numbers and a strong desire to help others achieve their financial goals, this could be the perfect role for you.

Responsibilities

• Conduct in-depth financial assessments for clients.
• Formulate strategic financial goals for various life stages.
• Advise on estate planning and legacy goals.
• Conduct market research to identify new financial products.
• Develop marketing strategies to attract and retain clients.
• Collaborate with other financial professionals to enhance service offerings.
• Provide ongoing support and consultative services to clients.

Requirements

Education

• Bachelor's degree in Accounting or Economics
• Masters in Finance or similar field is advantageous

Experience

• 4+ years of financial planning experience preferred

Technical Skills

• Portfolio Management
• Retirement Planning

Soft Skills

• Analytical Skills
• Negotiation Skills

Certifications

• Financial Risk Manager (FRM)
• Wealth Management Certification

Languages

• English: Fluent

Advantageous

• Experience in estate planning: Skills in helping clients plan their estates effectively.
• Membership in professional financial associations: Active membership in relevant associations enhances credibility.

Benefits

• Comprehensive medical aid and dental coverage
• Retirement plan with employer contributions
• Ongoing training and certification support
• Work-life balance initiatives

Company Culture

• Inclusivity: We embrace diversity and inclusivity, recognizing the value of different perspectives.
• Innovation: We encourage innovative thinking and new ideas to enhance our services.
• Work-Life Balance: We strive to provide a balance that allows our employees to enjoy their professional and personal lives.