Financial Planner

5 days ago

Cape Town, Western Cape, South Africa Sagen Advisory Full time
Financial Planner Job Description

We are seeking a highly skilled and motivated Financial Planner to join our team at Sagen Advisory. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:
  • Conduct thorough financial analyses to determine clients' financial needs and develop personalized financial plans.
  • Provide expert advice on investment opportunities, retirement planning, estate planning, and tax planning.
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being.
  • Stay up-to-date with market trends and regulatory changes to ensure clients' plans remain effective.
Requirements:
  • Tertiary qualifications in a relevant field, such as finance or accounting.
  • Professional certifications, such as RE5 or RE1, are highly desirable.
  • At least 4 years of experience in finance, financial planning, or wealth management.
  • Excellent communication and interpersonal skills.
  • Fluency in English and Afrikaans.
  • 26+ years of age.
  • Clear credit record and valid driver's license.
What We Offer:
  • Competitive salary and performance-linked earning potential.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Excellent benefits package, including medical aid and short-term insurance.
How to Apply:

If you are a motivated and results-driven individual with a passion for financial planning, please submit your application, including your resume and a cover letter, to [insert contact information].

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