Certified Financial Planner

Job title : Certified Financial Planner Job Location : Western Cape, Cape Town Deadline : January 12, 2025 Quick Recommended Links Jobs by Location Job by industries Responsibilities: Conduct in-depth financial assessments for clients to determine their financial goals, risk tolerance, and investment preferences Develop comprehensive financial plans that address clients' needs and objectives Provide ongoing financial advice and guidance to clients to help them make informed decisions about their financial future Monitor and review clients' financial plans on a regular basis to ensure they remain aligned with their goals and objectives Stay up-to-date on industry trends and developments in financial planning to provide clients with the most relevant and timely advice Maintain strong relationships with clients to build trust and rapport and ensure their long-term satisfaction Collaborate with other members of the financial planning team to leverage expertise and provide comprehensive solutions to clients Requirements: Certified Financial Planner (CFP) certification Bachelor's degree in finance, accounting, economics, or related field Minimum of [Insert number] years of experience in financial planning Strong knowledge of financial planning principles, strategies, and products Excellent communication and interpersonal skills Ability to work independently and as part of a team Strong attention to detail and analytical skills Proficiency in financial planning software and tools Bilingual (Afrikaans and English) Accounting / Financial Services  jobs