Senior Financial Planning Professional

1 month ago


Sandton, South Africa Staff Concepts Full time
Job Title: Senior Financial Planning Professional - Insurance Industry

About Us:
At Staff Concepts, we are committed to delivering exceptional services in the financial industry. Our team of experts works closely with clients to provide tailored solutions that meet their unique needs.

Job Overview: We are seeking a highly skilled and experienced Senior Financial Planning Professional to join our team. The successful candidate will be responsible for providing expert advice and support to clients, as well as working closely with our advisers to deliver comprehensive financial plans.

Key Responsibilities:
• Provide expert financial planning advice and support to clients, including formulating effective financial plan documents and risk management strategies.
• Collaborate with our advisers to deliver comprehensive financial plans that meet client objectives and risk tolerance.
• Prepare statement of advice documentation as required and ensure accurate production of all customer portfolio review documentation and reports.
• Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring they are kept informed of all necessary actions.

Requirements:
• Bachelor of Commerce (Finance, Business Finance, Investments, Financial Planning, or Financial Sciences) or equivalent qualification.
• Chartered Financial Planner (CFP) and/or Postgraduate Diploma in Financial Planning qualification preferred.
• At least 7 years of relevant work experience in the financial industry, with at least 5 years in paraplanning.
• Valid driver's license and own vehicle.
• Strong computer literacy skills, including proficiency in MS Office.

Salary: R850,000 - R1,050,000 per annum depending on experience.

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