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    • Financial Planner – Ssfp - KwaZulu-Natal - Findojobs South Africa

    Findojobs South Africa
    Findojobs South Africa KwaZulu-Natal

    3 weeks ago

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    Description

    Seeking experienced financial planners to join a leading Independent Financial Brokerage. This is an exciting opportunity for success.

    As an independent Financial Brokerage, our client provides exceptional services to professionals within the market. Their success has been built on relationships and professional service.

    Responsibilities

    1. Meet with clients to review their portfolio and provide financial advice.
    2. Prospect and obtain new clients in the market.
    3. Provide financial products and services in a professional manner.
    4. Work with FSP's and internal departments to resolve concerns or queries.
    5. Maintain ongoing communication with clients.
    6. Develop comprehensive financial plans tailored to individual clients.
    7. Provide advice on investment strategies, retirement planning, estate planning, and tax optimization.
    8. Stay informed about market trends and economic developments.
    9. Assess clients' risk tolerance and recommend risk management strategies.
    10. Provide advice on Investment and Risk Products.
    11. Identify opportunities for cross-selling and upselling financial services.
    12. Network with professionals and participate in marketing initiatives.
    13. Ensure compliance with industry regulations and ethical standards.
    14. Maintain accurate records and documentation.
    15. Stay updated on changes in financial laws and regulations.
    16. Prepare regular reports for management and clients.

    Requirements

    1. Minimum Matric with Tertiary Education in Finance (NQF5: Wealth Management/ BCom).
    2. RE5 Non-Negotiable.
    3. Relevant Class of Business's in place.
    4. Fit and Proper.
    5. Minimum 3 Years in Financial Planning Role.
    6. Excellent command of Microsoft Excel or related software.
    7. Experience working with Professionals and High Net worth clients.
    8. Driver's License and Own Vehicle non-negotiable.

    A consultant will contact you if you are shortlisted for the position. Please consider your application unsuccessful if you have not been contacted within two weeks. We will keep your CV on file and contact you if you match the criteria of any other vacancies.

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