Investment Planner

My client in the financial services 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**
- 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
- **Salary: R25 000 per month + commission**_

**Job Types**: Full-time, Permanent

**Salary**: From R25 000,00 per month

Application Question(s):

- Do you have a Bcom/BusSci/Hons degree?
- Do you have good written and verbal communications skills?

**Education**:

- Bachelors (required)

**Experience**:

- financial planning working: 4 years (required)

**Language**:

- English and Afrikaans (required)