Financial Planner

4 weeks ago

Germiston, Gauteng, South Africa Armstrong Appointments Full time
Financial Advisor Job Description

Armstrong Appointments is seeking a dynamic and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing professional financial advice and services to our clients.

Key Responsibilities:
  • Work with our clients to understand their financial goals and develop comprehensive financial plans tailored to their needs.
  • Provide advice on investment strategies, retirement planning, estate planning, and tax optimization.
  • Assess clients' risk tolerance and recommend appropriate risk management strategies.
  • Stay informed about market trends and economic developments to provide expert advice to our clients.
  • Network with professionals, attend industry events, and participate in marketing initiatives to grow our client base.
  • Ensure compliance with industry regulations and ethical standards.
  • Maintain accurate records and documentation.
Requirements:
  • Minimum Matric with Tertiary Education in Finance related field (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.
  • Drivers License and Own Vehicle non-negotiable.

Armstrong Appointments offers a competitive salary and a lucrative commission structure. If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application.

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