Financial Planner needed at Kainos Group

• Below is a basic description of your day-to-day duties, because each new employee has a different level of industry experience or qualification the below might not be the exact duties when you start and you might have to start within the ‘training -phase’ but all will be discussed if you are invited for an interview.
• Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
• Developing Financial Solutions: Create customized financial plans based on clients’ goals and financial situations, incorporating investment strategies, retirement planning, and risk management.
• Investments Local and Offshore: Provide informed and strategic investment advice, considering clients’ risk tolerance, investment horizon, and financial objectives.
• Insurance Planning: Assess clients’ insurance needs and provide recommendations for life and health.
• Retirement Planning: Assist clients in planning for retirement by developing strategies for savings, pension utilization, and other retirement income sources.
• Tax Strategies & Estate Planning: Implement tax-efficient strategies to optimize client’s financial situation and minimize tax liabilities.
• Marketing & Personal Branding: Stay updated on financial market trends, economic indicators, and investment products to provide timely and relevant advice.
• Business Financial Structuring: Create a tailored framework for managing finances effectively to assist business owners in optimizing their financial resources, reducing risks, and enhancing profitability.
• Client Education: Educate clients on financial concepts, investment options, and the importance of financial planning to empower them to make informed decisions.

Minimum requirements:

• Matric.
• Own reliable vehicle and laptop.
• Bachelor’s degree (BCom, BA, LLB, or related degree)
• Must be bilingual – English and Afrikaans.

Advantageous: 

• Experience in sales/key accounts/customer relations/marketing/business development.
• Good interpersonal skills and ability to build and maintain quality client relationships.
• Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit.
• Ethical mindset, strong value system, and team-orientated.