Certified Financial Planner

Company Description

Interactive Portfolios is an owner-managed, independent fund management company offering investment services to independent financial advisors and private clients. Our mission is to help investors achieve their financial goals by collaborating with financial advisors to develop and manage tailored investment portfolios. We are dedicated to forming long-lasting client relationships grounded in honesty, integrity, and trust.

Role Description

This is a full-time on-site role for a Certified Financial Planner located in Durban. The Certified Financial Planner will be responsible for providing comprehensive financial planning services, offering retirement planning advice, and managing personal financial planning for clients. Daily tasks include creating financial plans, advising clients on investments, and ensuring that clients remain on track to meet their financial objectives.

Qualifications

• Experience in Financial Planning and Personal Financial Planning
• Certified Financial Planner certification
• Knowledge in investment and Retirement Planning
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and collaboratively
• Bachelor's degree in Finance, Economics, Business, or related field
• Experience in fund management or investment services is a plus