Professional Financial Strategist
5 days ago
Job Title: Professional Financial Strategist
Location:
Job Summary: Matla Life Investments is seeking a talented Professional Financial Strategist to join our team. As a key member of our financial planning department, you will be responsible for developing and implementing comprehensive financial plans for our clients.
Key Responsibilities:- Conduct thorough financial analyses to identify areas of improvement and opportunities for growth.
- Develop personalized financial plans that address clients' unique goals, risk tolerance, and time horizons.
- Provide expert advice on investment strategies, insurance products, and estate planning to meet clients' needs.
- Monitor and review clients' financial plans regularly, adjusting strategies in response to changes in financial markets or personal circumstances.
- Stay informed about financial products, tax laws, and market trends to offer up-to-date advice.
- Build and maintain strong client relationships, ensuring trust and satisfaction.
- Comply with all regulatory requirements and maintain the highest ethical standards.
- Bachelor's degree in finance, Economics, Accounting, or a related field.
- Certified Financial Planner (CFP) designation is highly preferred.
- Minimum of 3-5 years of experience in financial planning or advisory roles.
- In-depth knowledge of financial products, investment strategies, tax laws, and regulatory requirements in South Africa.
- Proficiency in financial planning software and tools.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Positions may offer a combination of a basic salary and commission, with total compensation varying based on performance and client portfolio size.
- Continuous professional development is encouraged to stay abreast of industry changes and maintain certifications.
- Application Process: Interested candidates should submit a resume detailing their qualifications and experience, along with a cover letter explaining their interest in the role and how they can contribute to clients' financial success.
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