Executive Financial Planner

5 months ago


Durban, South Africa Old Mutual Full time

**Responsibilities**:

- Develop and implement comprehensive financial plans for clients based on their financial goals and objectives
- Provide ongoing investment management and portfolio analysis
- Conduct regular reviews of client portfolios and financial plans
- Educate clients on financial planning strategies and investment options
- Build and maintain strong client relationships
- Stay current on industry trends and developments
- Collaborate with other team members to deliver exceptional service to clients

**Qualifications**:

- Bachelor's degree in Finance, Business, or related field
- Certified Financial Planner (CFP) designation preferred
- Minimum of 3 years of experience as a Financial Advisor/Planner
- Strong knowledge of financial planning principles and investment strategies
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- FAIS compliant and fit and proper

**Benefits**:

- Competitive salary and bonus structure
- Comprehensive benefits package
- Opportunities for professional development and advancement
- Supportive work environment with a focus on collaboration and teamwork

**Education**:

- Certificate (preferred)

**Experience**:

- financial planning: 3 years (preferred)

License/Certification:

- RE5 (preferred)


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