Description:
We are currently seeking a skilled and motivated Financial Planner to join our team. As a Financial Planner, you will be responsible for assisting clients in managing their finances and achieving their financial goals. This includes analyzing their financial situation, creating personalized financial plans, and providing recommendations on investments, insurance, and retirement planning.
Responsibilities:
- Conduct comprehensive financial analyses for clients to determine their current financial status and future financial goals.
- Develop personalized financial plans based on client goals and risk tolerance.
- Provide advice and recommendations on various financial instruments, such as stocks, bonds, mutual funds, and insurance products.
- Assist clients in managing their investment portfolios and monitor market trends to identify potential opportunities or risks.
- Educate clients on retirement planning strategies, including contributions to retirement accounts and withdrawal strategies.
- Evaluate clients' existing insurance coverage and provide recommendations on appropriate coverage levels.
- Continuously monitor and evaluate clients' financial plans and make necessary adjustments based on changing market conditions or client circumstances.
Requirements:
- Conduct comprehensive financial analyses for clients to determine their current financial status and future financial goals.
- Develop personalized financial plans based on client goals and risk tolerance.
- Provide advice and recommendations on various financial instruments, such as stocks, bonds, mutual funds, and insurance products.
- Assist clients in managing their investment portfolios and monitor market trends to identify potential opportunities or risks.
- Educate clients on retirement planning strategies, including contributions to retirement accounts and withdrawal strategies.
- Evaluate clients' existing insurance coverage and provide recommendations on appropriate coverage levels.
- Continuously monitor and evaluate clients' financial plans and make necessary adjustments based on changing market conditions or client circumstances.
- Networking
- Sales: 1 year or less
- Financial Adviser: 1 year or less
Minimum Requirements:
National Senior Certificate (Grade 12).
Reliable Laptop.
Minimum of 2 years of Sales/Customer Service Experience experience.
Valid driver's license.
Clear criminal and credit records
Excellent communication skills & networking skills.
Desired Requirements:
National Senior Certificate (Grade 12).
Diploma/Degree advantageous - Please note that your qualification must be recognized by the Financial Services Authority.
RE5, Wealth Management, and a Certificate in Banking are an advantage.
FAIS compliant.