- Analyze clients' financial statuses (e.g. income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g. insurance plans, investments)
- Develop sound plans and budgets for clients
- Customize financial plans according to clients' changing needs
- Help clients implement their plans and carry out transactions
- Present and sell suitable financial products and services
- Find and approach prospective clients
- Build strong relationships to retain existing clients
- Maintain updated knowledge of regulations, practices and financial products
- Proven experience as a Financial Planner or similar role; experience in sales or customer service is an asset
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Attention to detail and strong math skills
- Strong ethics, with a customer-oriented attitude
- Outstanding communication skills, with the ability to foster long-term relationships
- Valid professional license (e.g. Series 7 & 66)
- BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus
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Financial Planner
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Luelle Consulting Midrand, South Africa**Gauteng**, Midrand** · **Financial Planner: Cost of Goods Sold** - **Johannesburg** · **An opportunity to join a global brand in the FMCG space is here for you. My client is looking for a well experienced Financial Planner: Cost of Goods Sold to join their dynamic team. The suc ...
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Senior Financial Planner
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90 Deg South Johannesburg, South AfricaWe are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. · Our commission ...
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Luelle Consulting Midrand, South Africa**Gauteng**, Midrand** · **Financial Planner: Reporting** - **Johannesburg** · **Duties**: · *** · - **Reviewing cross functional financial accounting functional data and provide insightful analysis to enable transactional and process optimisation** · ***: · - **Identification of ...
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Curiska (Pty) Ltd Johannesburg, South Africa**Requirements**: · **General** · - Must have excellent knowledge of investment products · - Preference for investment management, financial planning, accounting, tax or CFP · - At least 2+ years' experience in a financial services environment · - Knowledge of the financial servi ...
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Coca-Cola Beverages Africa Midrand, South AfricaThe primary purpose of this role is to provide accurate, relevant, timeous and insightful analytical financial information that enhances financial awareness and enables appropriate business decision making. · **Key Duties & Responsibilities**: · - Preparation of standardised repo ...
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Pa Administrator for Financial Planner
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Ultra Personnel Johannesburg, South AfricaMatric essential · Qualification in investments / financial planning / business management or similar, would be an advantage · Minimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essential · Computer literacy: Mi ...
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Graduate Financial Planner Paarl
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The Recruitment Council Johannesburg, South Africa**Job Purpose**: · Our client a leading wealth firm has an exciting opportunity for a financial services professional who has a passion for the Financial Services Industry. · **Responsibilities**: · - Gather policy information · - Research product information · - Prepare and impl ...
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treasury financial planner
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Unique Personnel East Rand, South Africa**Job Number** · - 72186 · **Job Type** · - FT Contract · **Job Title** · - Production Planning Administrator · **Computer Skills** · - SAP,MS Office · **Industry** · - Chemical · **City** · - Ekurhuleni (East Rand) · **Province** · - Gauteng · - The incumbent will be responsible ...
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Academic Programme Convener
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Eduvos Bedfordview, South Africa**Job Advert Summary**: · **Type of Position**: · Permanent · **The Position**: · To manage the day-to-day delivery of lecturing of Commerce and Law qualifications. · **Minimum Requirements**: · **Minimum qualification**: · - Relevant Master's degree in the field of Commerce and/ ...
Financial Planner - Boksburg, South Africa - Vancy business solutions
Description
We are looking for a Financial Planner to help clients manage their finances. You will be our clients' trusted advisor in areas including investments, cash flow, savings and debt management.
Our financial planner should be an effective communicator with experience in financial planning and business development. If you're analytical, meticulous and customer-oriented, we'd like to meet you.
Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
Responsibilities
Requirements