Senior Financial Planner

2 weeks ago


Germiston, Gauteng, South Africa Armstrong Appointments Full time

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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