Senior Financial Planner
2 weeks ago
Armstrong Appointments is seeking an experienced Senior Financial Planner to join its team of professionals. As a key member, you will be responsible for working with our clients to provide exceptional financial advice and services.
Key Responsibilities:
- Develop and implement comprehensive financial plans tailored to individual client needs.
- Provide expert advice on investment strategies, retirement planning, estate planning, and tax optimization.
- Analyze market trends and economic developments to make informed decisions.
- Assess clients' risk tolerance and recommend suitable risk management strategies.
- Collaborate with internal departments to deliver exceptional client service.
Requirements:
- Minimum Matric with Tertiary Education in Finance-related field (NQF5: Wealth Management/BCom).
- RE5 Non-Negotiable.
- Relevant Class of Business in place.
- Fit and Proper.
- Minimum 3 years in Financial Planning Role.
- Excellent command of Microsoft Excel or related software.
- Experience working with Professionals and High Net Worth clients.
- Drivers License and Own Vehicle Non-Negotiable.
A consultant will be in touch if you are shortlisted for the position.
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