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Financial Planners

9 hours ago

Cape Town, Western Cape, South Africa International HR Solutions Full time

Company Description

International HR Solutions is a leading organization in the Staffing and Recruitment sector, offering comprehensive, legally compliant solutions to address diverse staffing and labor needs across industries. Beyond staffing, the company specializes in customized outsourcing services, including payroll management, employee benefits, human resources, industrial relations, training, and healthcare. Committed to transformation, skills development, and job creation, International HR Solutions is a key player in human capital management. The company has consistently maintained a BBBEE Level 1 Scorecard for 8 years, solidifying its prominence in South Africa and internationally.

Role Description

This is a full-time Financial Planner role based nationally. The Financial Planner will be responsible for providing comprehensive personal and retirement financial planning services, analysing clients' financial situations, and offering tailored strategies to meet their financial goals. Duties include understanding client needs, preparing financial plans, offering professional investment advice, and ensuring compliance with relevant regulations.

Qualifications

  • Strong skills in Financial Planning and Personal Financial Planning
  • Certified Financial Planner (CFP) certification or equivalent is preferred
  • Experience and knowledge in Finance and Retirement Planning
  • Excellent communication and interpersonal skills
  • Ability to collaborate with clients and provide tailored financial solutions
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Proficiency in analytical tools and financial software is a plus
  • Ability to work effectively in an on-site, client-facing environment