Financial Planner

Job Description

Seeking a skilled Financial Planner to enhance our client offerings in Port Elizabeth. In this role, you will provide trusted advice, assess client needs, and implement financial solutions. Your analytical skills and financial acumen will be key in helping clients achieve their financial ambitions and navigate complex financial landscapes.

Responsibilities

• Perform risk analysis and assess the impact of different financial strategies.
• Engage in continuous learning to improve financial planning techniques and compliance with industry standards.
• Educate clients on the benefits of different financial products and services.
• Attend workshops and networking events to expand professional expertise and client base.
• Contribute to the development of new financial products and services based on client feedback.
• Develop dynamic marketing strategies to attract new clients and grow the firm’s presence.

Requirements

Education

• Degree in Financial Services or Business Management
• Masters or higher is an advantage

Experience

• 5+ years in investment banking or wealth management

Technical Skills

• Portfolio Management
• Tax Law Knowledge

Soft Skills

• Client Relations
• Detail-oriented

Certifications

• Financial Risk Manager (FRM)
• Certified Investment Management Analyst (CIMA)

Languages

• English: Fluent

Advantageous

• Familiarity with Investment Platforms: Knowledge of working with different investment platforms and their implications.
• Data Analysis Skills: Proficiency in using analytics for financial forecasting.

Benefits

• Comprehensive health care packages
• Generous leave policies including parental leave
• Supportive work environment fostering growth
• Access to financial wellness programs

Company Culture

• Continuous Learning: We encourage personal growth through ongoing training and professional development.
• Inclusive Environment: We embrace diversity in our workplace, welcoming individuals from all walks of life.
• Work-Life Balance: We value each team member’s well-being and strive to provide a healthy work-life balance.