Financial Planner

Job Description

Join our financial planning team as a Financial Planner where you will analyze clients' financial needs and provide expert advice on investment strategies. The ideal candidate will thrive in building long-term relationships with clients, helping them navigate through complex financial decisions.

Responsibilities

• Assess clients' financial situations through interviews and data collection.
• Create and recommend diversified investment strategies tailored to client profiles.
• Review and adjust financial plans as clients' needs change.
• Attend client meetings and support sales staff in addressing client inquiries.
• Provide regular updates on portfolio performance and market developments.
• Coordinate with other financial professionals (e.g., accountants, lawyers) on client cases.
• Conduct regular training sessions to stay informed about new financial products.
• Build and maintain a strong client base through networking and referrals.

Requirements

Education

• Bachelor’s degree in Accounting, Business Administration, or related field
• Further qualifications such as CFA or CFP are considered advantageous

Experience

• 3+ years of experience in financial advising or planning

Technical Skills

• Portfolio Management
• Tax Optimization

Soft Skills

• Analytical Skills
• Negotiation Skills

Certifications

• CFA Level 1
• Certified Financial Planner (CFP)

Languages

• English: Fluent

Advantageous

• Strong understanding of local regulations: Knowledge of South African financial laws and regulations.
• Experience in corporate finance: Background in managing finances for businesses.

Benefits

• Comprehensive medical aid.
• Generous leave provisions.
• Employee assistance program.
• Funding for continuing education.

Company Culture

• Integrity: We uphold the highest standards of integrity in all our interactions.
• Team Collaboration: We work together as a team, supporting each other to achieve shared goals.
• Work-Life Balance: We promote a healthy work-life balance for our employees.