Financial Planner

Job Description

We're looking for a Financial Planner in Sandton to deliver personalized financial planning services. This role entails managing client relationships, designing financial plans, and ensuring clients meet their long-term financial objectives.

Responsibilities

• Evaluate clients’ financial situations and risk tolerance.
• Create comprehensive investment and savings plans.
• Regularly review and adjust client portfolios as needed.
• Educate clients about financial products and services available.
• Provide ongoing support and guidance to clients throughout their financial journey.
• Meet with clients to review and discuss their financial goals and progress.
• Participate in client networking events and workshops.
• Perform market research to inform investment strategies.
• Prepare documentation for compliance and regulatory purposes.
• Facilitate communication between clients and other financial professionals.

Requirements

Education

• Bachelor's degree in Finance, Business Administration, or related area
• Advanced degree (MBA) is a plus

Experience

• 5+ years in financial advisory or planning roles

Technical Skills

• Investment Strategy Development
• Financial Forecasting

Soft Skills

• Negotiation Skills
• Client Relationship Management

Certifications

• Registered Financial Consultant (RFC)
• Wealth Management Specialist (WMS)

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Familiarity with investment products: Knowledge of a wide range of investment products and services available in the market.
• Experience with financial technology tools: Proficiency with tools that enhance financial planning and client interaction.

Benefits

• Attractive salary package with yearly bonuses
• Full health and wellness benefits
• Support for continued education and training
• Flexible work hours

Company Culture

• Continuous Improvement: We always strive for improvement in our services and processes.
• Respect: We value diversity and treat everyone with respect.
• Community Engagement: We actively participate in community service and outreach programs.