Financial Planner

Responsibilities:Work with company book of clients to meet and review their portfolio providing professional financial advice and offeringsProspect and obtain new clients in the market to add to it's already extensive bookProvide financial products and services in a professional manner, building rapport and confidence in the clientsWork with various FSP's and internal departments and communicate effectively and efficiently in resolving concerns or queriesMaintain ongoing communication with clientsDevelop comprehensive financial plans tailored to individual clientProvide advice on investment strategies, retirement planning, estate planning, and tax optimizationStay informed about market trends and economic developmentsAssess clients risk tolerance and recommend appropriate risk management strategiesProvide advice on Investment and Risk ProductsIdentify opportunities for cross-selling and upselling financial servicesNetwork with professionals, attend industry events, and participate in marketing initiativesEnsure compliance with industry regulations and ethical standardsMaintain accurate records and documentationStay updated on changes in financial laws and regulationsPrepare regular reports for management and clientsRequirementsMinimum Matric with Tertiary Education in Finance related field Non-Negotiable!
(NQF5: Wealth Management/ Bcom)RE5 Non-NegotiableRelevant Class of Business's in placeFit and ProperMinimum 3 Years in Financial Planning RoleExcellent command of Microsoft Excel or related softwareExperience in working with Professionals and High Net worth clientsPrevious Book not a requirementDrivers License and Own Vehicle non-negotiable