Certified Financial Planner

3 weeks ago

Sandton, South Africa GCI Wealth Full time

As a Certified Financial Planner at GCI, you will have the opportunity to build your own client base with the support and resources necessary for success. While we provide a base salary during the initial months of building your book of business, most of your income will come from commissions. We believe in rewarding your hard work and dedication.

**Requirements**:
To be considered for this role, you should meet the following requirements:

- Hold a Certified Financial Planner (CFP) designation.
- Possess at least a BCom degree in Accounting/Financial Management or related qualification and be RE qualified.
- Demonstrate in-depth knowledge of the stock market and its inner workings.
- Excel in interpersonal skills, as you will work closely with clients.
- Have a comprehensive understanding of relevant tax laws applicable to clients.
- Possess knowledge of the banking sector and its operations.
- Show a genuine passion for the financial markets.
- Display proficiency in mathematics.
- Possess excellent sales skills and the ability to effectively communicate financial concepts.
- Exhibit strong networking capabilities.
- Thrive in a fast-paced environment where meeting client demands is a priority.

**Responsibilities**:
As a Certified Financial Planner at GCI, your key responsibilities will include:

- Educating clients about tax laws and providing comprehensive tax planning advice.
- Offering insurance options to clients based on their individual needs.
- Assisting clients in making informed and intelligent financial decisions.
- Helping clients define and achieve their financial goals.
- Conducting financial planning and providing wealth management services.
- Ensuring that clients effectively maintain and grow their personal wealth.

How to Apply:
If you feel that you meet the criteria mentioned above and are interested in this opportunity please apply.

Please send us your detailed CV, copies of your qualifications, and a motivational letter explaining why we should consider you for this role. **The closing date for this opportunity is 4 August 2023.**

Don't miss the chance to join GCI, where you can grow your own business as a Certified Financial Planner in an administrative support environment and make a positive impact on clients' financial futures. GCI adheres to the privacy policy and will only utilize the personal data for the purpose of

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

Ability to commute/relocate:

- Sandton, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelors (required)

**Experience**:

- Financial Planning: 5 years (required)

License/Certification:

- Certified Financial Planner Certificate (required)

Application Deadline: 2023/08/04

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