Professional Financial Consultant

6 hours ago

Port Elizabeth, Eastern Cape, South Africa Hire Resolve Full time

Job Title: Financial Planner

We are seeking a highly motivated and skilled Professional to join our team at Hire Resolve.

The ideal candidate will be responsible for providing financial guidance and advice to clients in order to help them achieve their long-term goals and objectives.

Key Responsibilities:

  • Conducting comprehensive financial analysis and creating personalized financial plans for clients;
  • Providing recommendations on investment opportunities and strategies;
  • Monitoring and adjusting financial plans based on changes in clients' financial situation or goals;
  • Assisting clients in developing a comprehensive understanding of their financial situation and options;
  • Educating clients on financial planning principles and strategies;
  • BUILDING AND MAINTAINING RELATIONSHIPS WITH CLIENTS TO ENSURE LONG-TERM SATISFACTION AND SUCCESSFUL FINANCIAL OUTCOMES;

Requirements:

  • A Bachelors degree in Finance, Economics, Business, or a related field;
  • A Certified Financial Planner (CFP) designation is preferred;
  • A minimum of 3 years of experience in financial planning or a related field;
  • Strong analytical and problem-solving skills;
  • Excellent communication and interpersonal skills;
  • The ability to work independently and as part of a team;
  • Knowledge of financial planning software and tools;
  • The ability to work on a commission-based structure;

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