Financial Planner
Financial Planner
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Key responsibilities include working directly with clients to analyze their financial data offering advice on investments retirement planning and risk management. Youll also monitor and adjust financial plans to ensure clients remain on track to meet their goals. Your expertise in the financial market and ability to foster client relationships will play a critical role in delivering exceptional service.
Requirements:
- Bachelors degree in Finance Accounting Business or equivalent; advanced degrees are a plus.
- Proven experience as a Financial Planner or similar role with a minimum of 35 years in the industry.
- Certified Financial Planner (CFP) is preferred.
- Strong understanding of financial planning concepts investment management and risk assessment.
- Excellent communication and interpersonal skills for effective client interactions.
- Ability to analyze complex financial data and present findings clearly.
- Proficiency with financial planning software and tools.
- High attention to detail and strong organizational skills.
- Commitment to integrity and ethical practices in financial advising.
- Competitive salary
- Training and Development
- Please contact Lidene Pienaar Finance Recruiter on LinkedIn for further inquiries
If you meet the above requirements and want to make a careerchanging move apply today by either filling in the online application form or by emailing your CV to emailprotected
We will contact you telephonically in 3 days should you be suitable for this vacancy.
If you are not suitable we will put your CV on file and contact you regarding any future vacancies that arise.
Required Experience:
IC
Employment Type
Full-Time
