25/08/2023
VACANCY: Financial Planner (Somerset West)
My client (Somerset West Office within Accounting Practice) is searching for an energetic, passionate, and dedicated Financial Planner to complement the current business in harnessing opportunities in the business, identifying sales opportunities, and managing key client relationships.
They provide Wealth, Advisory, and Accounting solutions for businesses and individuals via a focused approach to partnering with clients on the journey to prosperity.
MINIMUM REQUIREMENTS:
- Bachelor’s degree in business or related field
- CFP certification
- Minimum 2 years experience in the financial industry
JOB RESPONSIBILITIES:
- Provide financial planning and investment advisory services.
- Research and present investment strategies.
- Develop and execute retirement planning.
- Implement risk management and tax planning strategies.
- Coordinate estate planning.
- Manage client relationships.
- Identify and cultivate new clients.
- Develop and grow a book of business.
- Open, transfer, and manage client accounts.
- Prepare documentation.
- Identify financial process improvement.
- Generate, and process applications and electronic documents.
SKILLS:
- Comprehensive knowledge of topics related to financial planning
- In-depth understanding of the financial planning industry, including investment and insurance products and services
- Self-starter with an entrepreneurial spirit
- Results-oriented mindset
- Exemplary written and verbal communication skills
- Strong interpersonal aptitude
- Ability to maintain confidentiality
- Experience with financial planning software
- Advanced Microsoft Excel skills
Closing date: 29 August 2023
If you would like to apply, please forward a CV and your salary expectation to [email protected] with 'FINANCIAL PLANNER' in the subject line.