Job Description

The key purpose of the Financial Planner is to provide holistic financial planning and advice to clients, in line with their goals and aspirations. The financial planner will be required to source clients, exercise their duties within an advice framework, build an internal and external network and grow the customer base.

Requirements

• Relevant National Certificate/ Advanced Diploma/ BTech Degree/ Bachelors Degree with preference given BCom Accounting/ Marketing/ Business Management/ Finance/ Risk Management.
• Post Graduate Diploma in Financial Planning (CFP) or MBA will serve as recommendation.
• Regulatory Examination for Representatives (RE5).
• 2 – 3 Year’s proven experience as Financial Planner.

Duties and Responsibilities

• Conduct thorough financial analyses of clients’ current financial situations, including income, expenses, assets, liabilities, and investment portfolios.
• Develop personalized financial plans based on clients’ goals, risk tolerance, and timelines.
• Provide expert advice on investment strategies, asset allocation, retirement planning, tax optimization, and estate planning.
• Regularly monitor clients’ financial plans and investment portfolios to ensure they remain on track towards meeting their financial goals.
• Educate clients on financial management principles, investment options, and the potential risks involved.
• Identify areas where clients can improve their financial situation and provide recommendations for maximizing their financial returns.
• Stay up-to-date with changing financial regulations, tax laws, and investment products to ensure compliance and provide accurate advice.
• Maintain client records and documentation accurately and confidentially.
• Build and maintain strong client relationships through exceptional customer service and regular communication.

Skills

• Continuous learning mindset.
• Excellent communication and administrative skills.
• Professional attitude and appearance.
• Ability to be resourceful and proactive when issues arise.
• Multitasking and time-management skills, with the ability to prioritize tasks.
• Accuracy and attention to detail.
• Good reporting skills.
• Customer focus.
• Well organized.