Senior Financial Planner
3 weeks ago
**Job Overview**
HR Genie is seeking a highly skilled Senior Financial Planner to join our team in Century City, Cape Town. As a Senior Financial Planner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans.
Key Responsibilities:
- Assist the Senior Private Wealth Manager in the research and analysis of the client's financial situation, goal, and objective
- Responsible for all-around financial planning, estate planning, investment research, product/solution recommendations
- Prepare and compile financial analysis reports, including cash flow analysis reports, investment projections, retirement planning and risk management
- Develop comprehensive financial plans that meet clients needs and objectives
**Requirements**
- Senior Certificate, Relevant Diploma/Degree, or an 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 the South African providers
- Knowledge of the 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 would be advantageous
**What We Offer**
R360 000 R420 000 per annum negotiable plus benefits.
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