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financial planners

2 weeks ago


Durban, KwaZulu-Natal, South Africa Mthabase Financial Solutions Full time R80 000 - R120 000 per year

Company Description

Mthabase Financial Solutions is an accredited Old Mutual Agency Franchise. Our accredited Financial Advisers are qualified to assist clients with estate planning, investment planning, retirement planning, business insurance, corporate insurance, and short-term insurance needs. We are committed to helping our clients achieve their financial goals with tailored solutions and expert advice.

Role Description

This is a full-time hybrid role for a Financial Planner located in Durban. The Financial Planner will be responsible for meeting with clients to understand their financial goals, developing customized financial plans, providing expert advice on investments, retirement, and insurance planning, and conducting regular reviews of clients' financial situations. This role allows for some work-from-home flexibility.

Qualifications

  • 120 Credits on NQF Level 5 and RE5 qualifications
  • Long- and Short-term COB qualifications
  • Proven client prospecting skills
  • Twp years' experience in Financial Planning industry
  • Excellent communication and interpersonal skills to interact with clients effectively
  • Ability to work independently and as part of a team
  • Relevant bachelor's degree in Finance, Economics, or related field