Financial Planner

13 hours ago


Durban, KwaZulu-Natal, South Africa Hire Resolve Full time
Financial Planner Job Description

Hire Resolve's client is seeking a skilled and experienced Financial Planner to join their team.

Key Responsibilities:
  • Meet with clients to understand their financial goals and develop personalized financial plans.
  • Analyze financial information to identify areas for improvement and provide recommendations for investment opportunities, retirement planning, and tax optimization.
  • Monitor and review clients' investment portfolios, making adjustments as needed to ensure alignment with their financial goals.
  • Stay up-to-date on market trends, economic indicators, and regulatory changes to provide accurate and informed financial advice.
  • Build and maintain strong relationships with clients, acting as their trusted advisor in all financial matters.
  • Prepare and present financial plans and investment proposals to clients.
  • Collaborate with other financial professionals to provide comprehensive financial solutions.
  • Ensure compliance with all relevant laws, regulations, and industry standards.
Requirements:
  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Proven experience as a Financial Planner or similar role.
  • Minimum of 3-5 years of experience in financial planning, advisory, or a related role.
  • Strong knowledge of financial planning principles and strategies.
  • Certified Financial Planner (CFP) certification preferred.
  • Excellent analytical and problem-solving skills.
  • Ability to effectively communicate complex financial concepts to clients.
  • Strong interpersonal and relationship-building skills.
  • Proficiency in financial planning software and tools.
  • High level of accuracy and attention to detail.
  • Ability to work independently and as part of a team.
  • Understanding of relevant laws and regulations.
  • Professional ethics and integrity.
Benefits:
  • Competitive salary
  • Training and Development

If you meet the above requirements and are interested in this opportunity, please contact Kay-Leen Recruiter on LinkedIn for further inquiries.



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