Financial Planner

2 weeks ago


Johannesburg, Gauteng, South Africa GJM Ultra Holdings (Pty) Ltd Full time

Financial Planner - (CFP or CFA Preferred)

About the company:

We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally.

About the role:


We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion for service excellence to join our growing team.


Responsibilities:

  • Responsible for identifying new business.
  • Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
  • Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
  • Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
  • Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
  • Face to face meetings and brand awareness with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.

Qualifications:

  • Bcom degree, Financial Planning, Investments, Wealth Management
  • NQF5 industry recognized qualification (minimum of 120 credits)
  • RE5 preferred
  • Minimum of 3 5 years experience (preferably in sales)
-
Valid driver's license and own vehicle (Non-negotiable):

  • Clear criminal and credit check

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