Description:
Are you a skilled financial planning and investment professional with 3–5 years of industry experience? Our client, based in the Southern Suburbs, is seeking a dynamic individual who excels at navigating complex financial scenarios, forging strong client relationships, and making a meaningful impact in people’s lives. You’ll be supported with a portfolio of existing clients and a steady stream of high-quality prospective leads—allowing you to focus on delivering exceptional advice and growing your client base with confidence. REQUIREMENTS- Matric, Relevant degree (BCom/BusSci/Hons preferable)
- Minimum 3 years working experience as a financial planner
- Be fluent (speech and writing) in English and Afrikaans
- Must have passed the RE5 regulatory exam
- Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred
- Proficiency in MS Office including Word, Excel and PowerPoint
- Excellent written and verbal communication skills
- Have the ability to manage time effectively
- Have an aptitude for continued learning
DUTIES
- Work as part of a professional team in our office in Newlands
- Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
- Follow an established onboarding process to bring on new clients
- Advise existing and prospective clients on their investment portfolios
- Advise clients on offshore investing
- Assist clients with tax planning, estate planning and wills
- Prepare and conduct investment reviews for clients
- Continuously learn about markets, tax regulations and different investment vehicles
- Handle client queries
- Keep records of new and existing clients
- Monitor FICA compliance
Salary: Basic salary negotiable dependent on experience, plus commission and incentives.
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Requirements:
- Matric, Relevant degree (BCom/BusSci/Hons preferable)
- Minimum 3 years working experience as a financial planner
- Be fluent (speech and writing) in English and Afrikaans
- Must have passed the RE5 regulatory exam
- Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred
- Proficiency in MS Office including Word, Excel and PowerPoint
- Excellent written and verbal communication skills
- Have the ability to manage time effectively
- Have an aptitude for continued learning
- Work as part of a professional team in our office in Newlands
- Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
- Follow an established onboarding process to bring on new clients
- Advise existing and prospective clients on their investment portfolios
- Advise clients on offshore investing
- Assist clients with tax planning, estate planning and wills
- Prepare and conduct investment reviews for clients
- Continuously learn about markets, tax regulations and different investment vehicles
- Handle client queries
- Keep records of new and existing clients
- Monitor FICA compliance
13 May 2025;
from:
careers24.com