Financial Planner
6 months ago
**Company Description**
Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident Wealth Management advisers to give their clients superior support and help them achieve positive outcomes.
**Role Description**
This is a full-time hybrid role for a Financial Planner. The Financial Planner will be responsible for providing personalized financial planning advice, creating financial plans, implementing and monitoring investment portfolios, and preparing reports and proposals for clients. The role will be located in Durban, with some flexibility for remote work.
**Qualifications**
- Financial Planning and Personal Financial Planning skills
- Certified Financial Planner certification
- Solid understanding of finance and proven experience in retirement planning
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills, with a client-first mindset
- Ethical conduct and ability to handle confidential information
- Experience with investment management software and tools
- Bachelor's degree in Finance, Business, Accounting or related field
- Must have RE5
**Experience**:
- advisor: 1 year (preferred)
License/Certification:
- RE5 (required)
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