Executive Financial Planner

6 days ago


Pretoria, South Africa RJPersonnel Full time

2years
- Providing direct assistance in knowledge and skills and in setting financial wellness and related goals through face-to-face interactions.
- Educating clients in areas such as budgeting, credit and debt management, insurance, saving and investing, education planning, retirement planning and estate planning.
- Providing face-to-face advice effectively to motivate clients financial wellness.
- Creating personalized financial plans for clients derived from detailed analysis of their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan and review financial plans regularly.
- Providing appropriate financial solutions based on clients financial plans.
- Maintaining security and confidentiality of company, and client data.
- Building sustainable long term relationships with clients, by assisting them in achieving their financial goals.
- Handling client complaints and resolve problems
- Holistic Financial Planning

**Qualifications and Experience**:

- 2 Years experience as a Financial Planner
- 120 FAIS credits
- CFP Advantage
- Completed RE5 Exam
- Existing Client Book
- Drivers License
- Computer literacy



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