Financial Planner

1 week ago

Pretoria, Gauteng, South Africa Trident Group Full time R250 000 - R500 000 per year

Company Description

Trident Group is a South African financial services firm, equally owned by Kainos Group and Strategic Financial Services, and an Affiliate of Liberty. We specialize in empowering financial planners to establish sustainable businesses through exceptional support, compliance frameworks, training, and strategic mentorship. As a collaboration between two prominent Liberty franchises, Trident Group provides a world-class, growth-oriented environment. Our mission is to develop high-performing, client-focused financial planners who create lasting positive impact for South Africans.

Role Description

This is a full-time, on-site role for a Financial Planner based in Centurion. The Financial Planner will assist clients in developing comprehensive financial plans, providing tailored advice on personal financial planning, retirement planning, and investment strategies. Responsibilities include analyzing financial data, understanding client goals, and designing strategies to achieve financial success. The role also involves ongoing communication with clients to monitor progress and adjust plans as necessary.

Below is a basic description of your day-to-day duties, because each new employee has a different level of industry experience or qualification the below might not be the exact duties when you start and you might have to start within the 'training -phase' but all will be discussed if you are invited for an interview.

  • Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Developing Financial Solutions: Create tailored financial solutions addressing wealth creation, debt management, and protection strategies.
  • Investments (Local and Offshore): Provide informed and strategic investment solutions, considering clients' risk tolerance, investment horizon, and financial objectives.
  • Risk Analysis: Identify and mitigate financial risks and propose risk management strategies, including insurance and diversification, to safeguard clients' financial security.
  • Retirement Planning: Design strategies to ensure financial independence during retirement.
  • Tax Strategies: Implement tax-efficient strategies to optimize client's financial situation and minimize tax liabilities.
  • Estate Planning: Assist with estate structuring and drafting wills to ensure seamless asset transfer.
  • Business Assurance: Offer financial solutions for business stability, including succession planning, risk management, and fringe benefits. As well as enhance profitability by creating a tailored framework for managing finances effectively.
  • Financial Markets & Personal Branding: Stay updated on financial market trends and create/maintain a professional personal brand.
  • Client Education: Simplify financial concepts to empower clients to make informed decisions.

Minimum Requirements

  • Matric.
  • Own reliable vehicle and laptop.
  • Bachelor's degree (BCom, BA, LLB, or related degree)
  • Must be bilingual – English and Afrikaans.

Advantageous

  • Experience in sales/key accounts/customer relations/marketing/business development.
  • Good interpersonal skills and ability to build and maintain quality client relationships.
  • Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit.
  • Ethical mindset, strong value system, and team-orientated.
  • Sales / Retail / Business Development jobs

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