Estate and Financial Advisor

3 days ago


Johannesburg, Gauteng, South Africa Matla Life Investments Full time

About Us

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Matla Life Investments is a leading provider of financial services, dedicated to empowering individuals to take control of their financial futures. We offer a comprehensive range of solutions, including investment advice, insurance products, and estate planning.

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Job Role

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This role requires a skilled financial planner to work closely with clients, understanding their financial goals and objectives, and developing customized financial plans to help them achieve success. Key responsibilities include conducting thorough assessments of clients' financial statuses, developing tailored financial plans, and providing expert advice on investments, insurance, and estate planning.

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Responsibilities:

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• Conduct thorough assessments of clients' financial statuses, including income, expenses, assets, liabilities, and risk tolerance.
• Develop personalized financial plans addressing clients' objectives, such as retirement planning, education funding, tax optimization, and wealth accumulation.
• Provide expert advice on investment strategies, insurance products, and estate planning to meet clients' needs.
• Monitor and review clients' financial plans regularly, adjusting strategies in response to changes in financial markets or personal circumstances.
• Stay informed about financial products, tax laws, and market trends to offer up-to-date advice.
• Build and maintain strong client relationships, ensuring trust and satisfaction.
• Comply with all regulatory requirements and maintain the highest ethical standards.

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Requirements:

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• Bachelor's degree in finance, economics, accounting, or a related field.
• Certified Financial Planner (CFP) designation is highly preferred.
• Minimum of 3-5 years of experience in financial planning or advisory roles.
• In-depth knowledge of financial products, investment strategies, tax laws, and regulatory requirements in South Africa.
• Proficiency in financial planning software and tools.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team



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