Financial Planning Strategist

3 weeks ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Job Summary

This is a highly rewarding role for a seasoned financial professional with expertise in strategic financial planning, wealth management, and investment advising. The successful candidate will excel in building trusting relationships with clients, fostering long-term connections, and guiding them through comprehensive financial solutions.

Key Responsibilities:
  • Client Relationship Building: Develop and maintain strong relationships with new and existing clients, ensuring their financial goals are met through tailored plans and portfolio management.
  • Business Development: Identify and pursue new business opportunities, supporting business growth through client prospecting and referrals.
  • Financial Roadmap and Portfolio Management: Create personalized financial plans, oversee client portfolios, and conduct bi-annual reviews to discuss performance and adjustments.
  • Practice Management: Oversee business practice standards, including managing stats, inflows, compliance requirements, and internal relationships.
  • Compliance and Professional Development: Ensure clients adhere to industry standards, staying updated on industry changes through training and networking.
What We Offer

$120,000 - $180,000 per annum, depending on experience and qualifications.



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