Financial Planner
2 weeks ago
Company Description
At Lonfin Wealth, we understand that life is full of uncertainties, and safeguarding your future is paramount. We offer a comprehensive range of insurance products, providing you and your loved ones peace of mind against life's unexpected events. Our diverse offerings include retirement annuities, life annuities, endowments, various types of investments, short term insurance, business assurance, wills, trusts, and health solutions. We are here to answer your questions, provide expert advice, and help you choose the right insurance coverage.
Role Description
This is a full-time hybrid role for a Financial Planner located in Umhlanga, with some work-from-home opportunities. The Financial Planner will be responsible for developing personalized financial plans for clients, providing advice on investment strategies, retirement planning, and risk management. This role involves meeting with clients, assessing their financial situation, and recommending appropriate financial products to achieve their goals.
Qualifications
- Financial Planning and Certified Financial Planner skills will be advantageous
- Personal Financial Planning and Retirement Planning expertise
- Strong knowledge of Finance
- Excellent interpersonal and communication skills
- Ability to work independently and in a hybrid environment
- Experience in the financial advisory industry is a MUST
- Minimum 1 year experience
- Relevant certifications and licenses
- Own Vehicle
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