Financial Planner, Cape Town - R Market Relater CTC

SUMMARY:
Having grown their roots in KwaZulu Natal, this establishment has shown no signs of slowing down. With offices in KZN & Cape Town, this astound organisation provides professional advisory services to high net worth individuals, private companies & trusts on a national level

POSITION INFO:

Associated with FPI Approved Professional Practice, they only acquaint themselves with the utmost esteemed standards of client service. They provide an alternative customer experience due to their intrinsic values

The role will see you advise & guide High Net worth individuals & entities to develop & implement strategies for identifying & mitigating financial risk & building wealth & holistic financial security over the long term.

It will also provide independent financial advice to both new & existing clients, by offering a personal, tailored approach to financial planning.

Teamwork is key to this opportunity – work closely within the Financial Planning Team to ensure the present & future needs of the business are met. There are plans for more growth

Minimum requirements:

Essential:

• At least a BCom in Accounting / Economics / Legal Studies
• Qualified CFP professional (non-negotiable)
• At least 5 years’ experience in financial planning (preferably in an independent practice)
• OR at least 3 years’ experience as a Legal Advisor/Audit Manager in public practise

Duties & responsibilities:

• Engage with clients to review current financial situations, establish financial & lifestyle objectives & prepare a plan accordingly; considering current & projected expenses, income, insurance coverage, tax status, risk tolerance, or other relevant information needed.
• Regularly review & adjust client financial plans & strategies to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plans
• Advise on strategies for clients regarding asset management, investment planning, risk & cash management & other areas to help them reach financial objectives
• Implement financial plans or referring clients to professionals who can help them.
• Build & maintain client base
• Provide ongoing education & professional development regarding legislative & industry requirements & best practices
• Preparation for client meetings including;

• Analyse financial data received from clients to develop strategies for meeting clients'' financial goals
• Prepare / interpret financial document summaries, investment performance reports & income projections for clients for feedback to clients
• Ensure accuracy of supporting documentation

Key relationships:

• Client (HNW)
• Product providers
• Other relevant professionals
• Managers
• Paraplanners
• Administrators
• Own network

Competencies & attitudes:

• Positive attitude, enthusiastic, & high attention to detail & accuracy.
• Strong decision-making skills
• Strong client service experience & client presence
• Excellent verbal & written communication skills
• Ability to thrive in a team-based environment while still being able to self-initiate & work independently
• Strong interpersonal skills with a high ability to build trusted relationships internally & externally with clients
• Superior organizational & time management skills while juggling multiple priorities
• Professional image
• Thorough knowledge of applicable taxation laws & requirements
• Expert knowledge of industry products & services
• Tenacious & resilient
• Good presentation skills
• Ability to influence through relationships that are built on mutual trust & respect
• Entrepreneurial drive
• Client-focused

Remuneration & benefits:

• R Market related CTC
• 5% pension fund
• Several group risk benefits
• Full induction & training will be provided in Durban

Contact:

• --------Please upload your CV here-------->

Please note: this is open to non-EE candidates

This opportunity applies to South African citizens. Non-South African citizens need not apply.

Only online applications will be considered & reviewed. If you have not been contacted within two (2) weeks of your application, please consider it unsuccessful. We will keep your profile on hand should a similar position come up in the future

NB! This job is now closed. You can apply for other jobs by uploading your CV.