Financial Planner

Job Description

We are seeking a skilled Financial Planner to join our team in Durban. In this role, you will provide expert financial advice, develop personalized investment strategies, and help clients navigate their financial journeys. You will play a key role in ensuring clients' financial goals are met through strategic planning and proactive management.

Responsibilities

• Assess clients' current financial situations and define future goals.
• Design individualized financial plans that align with client goals.
• Support clients in investment decisions and other financial choices.
• Regularly review and update clients' financial plans as needed.
• Foster trust and transparent communication with clients.
• Research financial products and market trends to provide informed advice.
• Document client interactions and maintain accurate records.

Requirements

Education

• Bachelor's degree in Financial Planning, Economics, or related field
• Postgraduate qualification is an advantage

Experience

• 4+ years of relevant experience in high net worth advisory roles

Technical Skills

• Portfolio Management
• Retirement Planning

Soft Skills

• Client-focused
• Negotiation Skills

Certifications

• Financial Risk Manager (FRM)

Languages

• English: Fluent

Advantageous

• Bilingual skills in English and Afrikaans: Ability to communicate effectively in both languages with clients.
• Experience with financial technology platforms: Hands-on experience with fintech tools to enhance client engagement.

Benefits

• Generous salary and performance-related bonuses
• Health and wellness programs
• Retirement fund with employer contribution
• Work-life balance initiatives
• Investment in employee training and development

Company Culture

• Inclusivity and Diversity: We embrace diversity and encourage applications from candidates of all backgrounds.
• Continuous Learning: We believe in ongoing training and development for our employees.
• Work-Life Balance: We promote a healthy work-life balance within our team.