Financial Planning Expert

2 days ago


Cape Town, Western Cape, South Africa HR Genie Full time

 

**Job Summary**

We are looking for a highly skilled Financial Planning Expert to join our team at HR Genie in Century City, Cape Town. As a Financial Planning Expert, you will provide support to the Senior Private Wealth Manager in developing and maintaining client financial plans.

 

Key Responsibilities:

  • Assisting the Senior Private Wealth Manager in researching and analyzing client financial situations, goals, and objectives
  • Providing all-around financial planning, estate planning, investment research, and product/solution recommendations
  • Compiling financial analysis reports, including cash flow analysis, investment projections, retirement planning, and risk management
  • Developing comprehensive financial plans that meet client needs and objectives

 

**Requirements**

  • Senior Certificate, relevant diploma/degree, or equivalent qualification
  • Certifications: First Level Regulatory Exam for Representatives (RE5), First Level Regulatory Exam for Key Individuals (RE1)
  • Minimum 5 years experience paraplanning, financial planning, and/or advising
  • Detailed knowledge of the South African financial market in the advisory space
  • Detailed knowledge of South African providers
  • Knowledge of offshore providers is advantageous
  • Strong understanding of financial planning concepts and strategies
  • Demonstrated proactive approaches to problem-solving with strong decision-making capability
  • Fluency in Afrikaans is advantageous

 

**What We Offer**

R360 000 - R420 000 per annum negotiable plus benefits.



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