Financial Planner

2 weeks ago

Cape Town, South Africa Growmatter Financial Planning Full time

Are you a recent graduate looking to make a real impact in the world of finance? Are you passionate about helping individuals and businesses achieve their financial goals? Look no further We have the perfect opportunity for you to launch your career as a Financial Planner.

At Growmatter, we believe in nurturing fresh talent and providing a platform for aspiring financial planners to shine. We are currently seeking highly motivated and driven individuals to join our team and make a lasting impression on the financial industry.

**Salary - Input based remuneration model**: We are not the stereotypical financial planning practice. We are less orientated around sales and more focused on servicing. Therefore, remuneration is based both on the effort you put as well as your outputs. We would look to offer a basic with the idea of income scaling based on the clients you are able to service and the responsibility you are willing to take on. We would look to offer a basic of R6 000 - R10 000 depending on your experience and existing network.

**About Us**:
We pride ourselves on delivering a complete financial service to our diverse client base. We provide advice that needs driven and not sales driven. We have a solid reputation built on trust, long-term relationships and working with integrity. We are dedicated to helping our clients achieve their financial goals, no matter how ambitious.

We provide advice in Investments, Health, Insurance, Life and Risk Cover along with partnering with tax and fiduciary experts.

Our goal is to be experts in every aspect of a financial plan/portfolio while we all still play to our strengths. If you are a qualified expert in Life insurance then you will receive that work, if you are an expert at investments then you will move into that role. If you want to specialise in other financial services then we can help you get qualified and start working in that aspect of the business.

**Key Responsibilities**:

- Collaborate with a team to develop comprehensive financial strategies for clients.
- Conduct in-depth financial analysis and research to provide customised solutions.
- Assist in creating personalized investment portfolios and managing client assets.
- Communicate with clients, building strong relationships and offering ongoing support and guidance.
- Have a passion for ongoing learning.
- Stay up-to-date with industry trends, regulations, and financial planning best practices.

**Requirements**:

- Bachelor's degree in Finance, Economics, or a related field. (Must meet the prerequisites for either NQF 6 or PGD in Financial Planning)
- Excellent analytical and problem-solving skills.
- Strong written and verbal communication abilities.
- Passion for finance and helping others achieve their financial goals.
- Ability to work collaboratively in a fast-paced, team-oriented environment.
- A big advantage would be having existing clients or be able to show a strong network that could support you. This would accelerate your earnings and make your transition into independent planning much easier.
- Microsoft Office Suite (Excel is essential). Proficiency in financial planning software is an advantage.

**Why Choose Growmatter?**

Mentorship: Work closely with experienced financial planners who will guide and mentor you along the way.

Growth: Support in the direction of your choice in the industry. Within Growmatter you can move between Investments, Risk, Health and Insurance. You could become a generalist planner or specialist planner, this all depends on your ambitions. For the really ambitious planners there are opportunities for partnership and the scope to take on more business responsibilities.

Diverse Clientele: Gain exposure to a wide range of clients, including individuals, families, and businesses, allowing you to broaden your knowledge and expertise.

Continuous Learning: Access to ongoing training and professional development opportunities to enhance your skills and stay ahead of the curve.

Positive Work Culture: Join a supportive and collaborative team that values innovation, integrity, and work-life balance.

**Salary**: R6,000.00 - R10,000.00 per month

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelors (required)

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