Financial Planner

Job Description

As a Financial Planner at our Durban location, you'll work directly with clients to create comprehensive financial plans designed to meet their unique needs and objectives. Your expertise in investment strategies, tax planning, and risk management will be key to guiding our clients toward financial success.

Responsibilities

• Prepare detailed financial reports and presentations for clients.
• Ensure all financial planning services adhere to compliance and ethical standards.
• Respond promptly to client inquiries and offer insights on financial markets.
• Work collaboratively with the marketing team to promote financial planning services.

Requirements

Education

• Bachelor's degree in Business or Economics
• Master's degree in Finance is advantageous

Experience

• 5+ years in financial advisory roles

Technical Skills

• Portfolio Management
• Tax Planning

Soft Skills

• Problem-solving
• Negotiation

Certifications

• Financial Risk Manager (FRM)
• Certified Wealth Strategist (CWS)

Languages

• English: Fluent

Advantageous

• Knowledge of estate planning: Experienced in advising clients on wills and trusts.
• Accredited Personal Financial Specialist (APFS): Certification that demonstrates expertise in personal financial planning.

Benefits

• Comprehensive health benefits and pension scheme.
• Accessibility to further training and certifications.
• Flexible working hours and potential remote work.
• Performance-related bonus structure.

Company Culture

• Team Collaboration: Our success is built on teamwork, where every voice is valued and heard.
• Diversity and Inclusion: We embrace diversity and strive for an inclusive environment for all employees.
• Employee Empowerment: We empower our team members through training, learning, and professional development.