Responsibilities:

• Conduct in-depth financial assessments for clients to determine their financial goals, risk tolerance, and investment preferences
• Develop comprehensive financial plans that address clients’ needs and objectives
• Provide ongoing financial advice and guidance to clients to help them make informed decisions about their financial future
• Monitor and review clients’ financial plans on a regular basis to ensure they remain aligned with their goals and objectives
• Stay up-to-date on industry trends and developments in financial planning to provide clients with the most relevant and timely advice
• Maintain strong relationships with clients to build trust and rapport and ensure their long-term satisfaction
• Collaborate with other members of the financial planning team to leverage expertise and provide comprehensive solutions to clients

Requirements:

• Certified Financial Planner (CFP) certification
• Bachelor’s degree in finance, accounting, economics, or related field
• Minimum of [Insert number] years of experience in financial planning
• Strong knowledge of financial planning principles, strategies, and products
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong attention to detail and analytical skills
• Proficiency in financial planning software and tools
• Bilingual (Afrikaans and English)