Senior Financial Planner
4 days ago
Seeking a talented Senior Financial Planner to join our team at Carlysle Human Capital. As a key member of our brokerage, you will play a critical role in providing exceptional financial services to high net worth individuals and professionals.
About the RoleWe are looking for an experienced Senior Financial Planner with a proven track record of delivering tailored financial solutions to clients. Your expertise will be essential in helping us build long-term relationships with our clients and drive business growth.
Key Responsibilities- Work with existing clients to provide comprehensive portfolio reviews and develop bespoke financial plans that meet their unique needs.
- Prospect and acquire new clients to expand our client base and increase revenue.
- Offer professional financial products and services, building strong rapport and trust with clients.
- Collaborate with internal departments and FSPs to resolve client concerns efficiently.
- Maintain ongoing communication and relationships with clients to ensure their needs are consistently met.
- Develop and implement investment strategies, retirement planning, estate planning, and tax optimization plans for clients.
- Assess clients' risk tolerance and recommend appropriate risk management solutions.
- Identify opportunities to cross-sell and upsell financial services to clients.
- Attend industry events, network with professionals, and participate in marketing initiatives to grow your client base.
- Ensure compliance with all industry regulations and ethical standards.
- Maintain accurate client records and documentation.
- Minimum Matric with tertiary education in a finance-related field (Non-negotiable: NQF 5 Wealth Management or BCom).
- RE5 certification (Non-negotiable).
- Relevant class of business qualifications in place.
- Fit and Proper requirements in compliance.
- At least 3 years experience in a financial planning role.
- Proficiency in Microsoft Excel or similar financial software.
- Experience working with high-net-worth individuals and professionals.
- Previous client book not a requirement.
- Drivers license and own vehicle (Non-negotiable).
- Be part of an independent brokerage with a reputation for excellence built over 30 years.
- Enjoy an attractive basic salary combined with a highly rewarding commission structure.
- Work in a professional, client-focused environment with ongoing career growth opportunities.
- Comprehensive support, with access to various financial service providers and internal departments.
R700,000 - R1,200,000 per annum, depending on experience.
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