Corporate Financial Strategist
3 weeks ago
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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