Investment Planner

3 weeks ago

Nuweland, South Africa Edge Personnel Full time

**Investment Planner / Client Portfolio Manager**

**(Cape Town Southern Suburbs)**

Our client is looking for a financial planning professional to join their growing team of Client Portfolio Managers. 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.**

Our client is a successful Independent Financial Advisory specializing in investments, tax and financial planning.

**Duties and Responsibilities**
- 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

**Desired Experience & Qualification**
- Minimum 3 years working experience as a financial planner
- Be 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

**Package & Remuneration**

Basic salary (R25,000/month) plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant growth prospects.

Pay: R23,000.00 - R250,000.00 per month

Ability to Commute:

- Newlands, Western Cape (preferred)

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