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Financial Planner

3 months ago


Somerset West, Western Cape, South Africa Helderberg Personnel Full time

My client, an accounting firm based in Somerset West is searching for an energetic, passionate and dedicated Financial Planner to complement the current business in harnessing opportunities in the business, identify sales opportunities and manage key client relationships.

accounting firm|financial planner

Responsibilities:

  • Provide financial planning and investment advisory services.
  • Research and present investment strategies.
  • Develop and execute retirement planning.
  • Implement risk management and tax planning strategies.
  • Coordinate estate planning.
  • Manage client relationships.
  • Identify and cultivate new clients.
  • Develop and grow a book of business.
  • Open, transfer, and manage client accounts.
  • Prepare documentation.
  • Identify financial process improvement.

Qualifications/Skills:

  • Comprehensive knowledge of topics related to financial planning
  • Indepth understanding of the financial planning industry, including investment and insurance products and services
  • Selfstarter with an entrepreneurial spirit
  • Resultsoriented mindset
  • Exemplary written and verbal communication skills
  • Strong interpersonal aptitude
  • Ability to maintain confidentiality
  • Experience with financial planning software
  • Advanced Microsoft Excel skills

Education and Experience Requirements:

  • Bachelor's degree in business or related field
  • CFP certification
  • Minimum 2 years experience in the financial industry