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Financial Strategist

2 months ago

Century City, Western Cape, South Africa Insurance and Wealth Creation Professionals Full time
Financial Planner Role

A Financial Planner plays a vital role in helping individuals and businesses achieve their financial goals. The ideal candidate will have a strong understanding of financial planning principles and be able to provide expert advice to clients.

Key Responsibilities:
  • Client Consultation and Assessment: Meet with clients to understand their financial goals, needs, and risk tolerance. Gather and analyze financial information to assess their current financial situation and identify areas for improvement.
  • Financial Planning and Strategy Development: Develop personalized financial plans that may include savings strategies, investment recommendations, retirement planning, estate planning, and tax planning. Create short-term and long-term financial goals for clients and design strategies for asset allocation, risk management, and wealth preservation.
  • Investment Management: Recommend investment products and services that align with the clients' goals and risk profile. Monitor and review investment portfolios regularly to ensure they remain in line with client objectives.
  • Retirement Planning: Help clients plan for retirement by assessing current savings and determining the amount needed to meet retirement goals. Recommend retirement accounts and strategies, such as 401(k)s, IRAs, and annuities.
  • Risk Management and Insurance Planning: Assess clients' insurance needs and recommend appropriate products like life insurance, health insurance, disability insurance, and long-term care insurance. Ensure clients have adequate coverage to protect their financial well-being.
  • Tax Planning: Advise clients on tax-efficient strategies for income, investments, and savings. Work with tax professionals to implement tax-saving measures and ensure compliance with tax laws.
  • Estate Planning: Assist clients with estate planning, including wills, trusts, and other legal instruments to ensure their assets are distributed according to their wishes. Coordinate with attorneys and estate planners to develop comprehensive estate plans.
  • Ongoing Client Relationship Management: Maintain regular contact with clients to review their financial plans and update them as necessary. Provide ongoing support and advice, adjusting plans to accommodate life changes such as marriage, birth of a child, or career changes.
  • Compliance and Ethical Standards: Ensure all financial advice and actions comply with industry regulations and ethical standards. Maintain up-to-date knowledge of financial laws, regulations, and products.
  • Business Development and Networking: Build and maintain a client base through networking, referrals, and marketing efforts. Stay connected with industry professionals and participate in seminars and workshops to expand professional knowledge and client outreach.

Requirements:

  • Valid driver's license
  • Own vehicle
  • Entrepreneurial spirit
  • A desire to help others achieve financial freedom
  • Willingness to learn and grow
  • A degree in finance is advantageous but not required