Financial Planning Expert
2 days ago
**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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