Corporate Financial Strategist

3 weeks ago


Bedfordview, Gauteng, South Africa Armstrong Appointments Full time

Job Summary

We are seeking a highly skilled and experienced Corporate Financial Strategist to join our team at Armstrong Appointments. The ideal candidate will have a deep understanding of financial planning and management, with excellent analytical and communication skills.

About the Role

This is an exciting opportunity for a motivated and results-driven professional to take on a key role in our organization. As a Corporate Financial Strategist, you will be responsible for providing expert financial advice and guidance to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities

  • Work with clients to understand their financial needs and develop tailored financial plans
  • Provide expert financial advice on investment strategies, retirement planning, estate planning, and tax optimization
  • Analyze financial data and market trends to identify opportunities for growth and improvement
  • Develop and implement comprehensive financial plans, including risk management strategies and investment recommendations
  • Stay up-to-date with changes in financial laws and regulations, ensuring compliance and advising clients accordingly
  • Maintain accurate records and documentation, preparing regular reports for management and clients

Requirements

  • Minimum Matric with Tertiary Education in Finance related field Non-Negotiable (NQF5: Wealth Management/ BCom)
  • RE5 Non-Negotiable
  • Relevant Class of Business's in place
  • Fit and Proper
  • Minimum 3 Years in Financial Planning Role
  • Excellent command of Microsoft Excel or related software
  • Experience in working with Professionals and High Net worth clients
  • Previous Book not a requirement
  • Drivers License and Own Vehicle non-negotiable

About the Salary

The salary for this position is estimated to be around R500,000 per annum, depending on experience and qualifications. In addition to a competitive salary, we offer a range of benefits, including a lucrative commission structure and opportunities for career advancement.



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