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Investment Planner

3 months ago

Cape Town, Western Cape, South Africa Arivu Recruitment and Consulting Full time

Location: Newlands, Cape Town, Western Cape

Remuneration: R basic + commission

A financial services client is looking for a financial planning professional to join their growing team of Investment Planners. The role is ideal for a financial professional with 3-5 years' working experience in the area of financial planning and investment advice. Experience in onboarding and servicing clients with different investment vehicles is essential.

Existing clients and regular new leads will be provided.

REQUIRED KNOWLEDGE/SKILLS & EXPERIENCE


•Minimum 3 years working experience as a financial planner.


•Fluent (speech and writing) in English and Afrikaans.


•Relevant degree (Bcom/BusSci/Hons preferable).


•Must have passed the RE5 regulatory exam.


•Applicants with the Certified Financial Planner CFP qualification (or studying towards the qualification) will be preferred.


•Proficiency in MS Office including Word, Excel and PowerPoint.


•Good written and verbal communication skills.


•Have the ability to manage time effectively.


•Have an aptitude for continued learning.

DUTIES

The successful candidate will need to:


•Follow a detailed financial planning process to onboard prospective clients.


•Advise existing and prospective clients on their investments.


•Advise clients on offshore investing, where required.


•Assist clients with tax planning, estate planning and wills.


•Prepare and conduct investment reviews for clients.


•Continuously learn about the markets, tax regulations and different investment vehicles.


•Work as part of a professional team.


•Handle client queries.


•Keep records of new and existing clients.


•Monitor FICA compliance.

This description is a general statement of required major duties and responsibilities performed on a regular and continuous basis. It does not exclude other duties as assigned.