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Financial Planning Advisor

1 week ago

Durban, KwaZulu-Natal, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full time
About the Opportunity

We are seeking a Financial Planning Advisor to join our team at Ultra Personnel. As a key member of our team, you will be responsible for providing expert advice on financial planning and wealth management to our clients.

Key Responsibilities
  1. Provide comprehensive advice on financial planning and wealth management to clients.
  2. Analyse client data and identify areas of financial vulnerability to provide tailored solutions and recommendations.
  3. Build strong relationships with clients to understand their unique needs and preferences.
  4. Collaborate with cross-functional teams to deliver seamless client experiences and achieve business objectives.
  5. Stay up-to-date with industry trends and developments to provide innovative solutions and insights to clients.
Requirements
  • Minimum 5 years' experience in financial planning or a related field.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and develop effective solutions.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
  • Certifications such as CFP or FAIS compliance are highly desirable.
  • Fully computer literate, with proficiency in xPlan or similar software.