Financial Advisor

The Legacy Planning Institute (Pty) Ltd; Pretoria; On-site; ZAR 250 000 - 500 000; Full time

Job summary

A financial planning firm in Pretoria is seeking a Financial Advisor to provide personalized financial planning and investment advice to clients. The role requires strong analytical skills, excellent interpersonal communication, and a certified financial planner designation. Join us to help our clients navigate their financial journeys effectively.

Qualifications

• Knowledge and experience in Finance and Investments.
• Strong analytical and problem-solving abilities.
• Proven track record of successful client relationships.

Responsibilities

• Offer personalized financial planning and advisory services to clients.
• Develop customized strategies to meet clients' financial goals.
• Provide retirement and investment planning advice.

Skills

Financial Planning

Retirement Planning

Investment Advice

Interpersonal Communication

Analytical Skills

Problem-solving Abilities

Education

Certified Financial Planner (CFP)

Job description

Company DescriptionAt The Legacy Planning Institute, we understand that life is a journey filled with uncertainties.

Our mission at LPi is to guide you through the intricate landscape of legacy planning, ensuring that your story is written on your terms.

We specialize in providing expertise and strategic foresight in legacy planning to help you achieve your goals.

Join us in shaping a secure and well-planned future.Role DescriptionThis is a full-time role for a Financial Advisor.

The Financial Advisor will be responsible for offering personalized financial planning, retirement planning, investment advice, and financial advisory services to clients.

We will be operating from JHB as well as PTA.

The Financial Advisor will work closely with clients to develop customized strategies to meet their financial goals and needs.

QualificationsFinancial Planning, Retirement Planning and Financial Advisory skillsKnowledge and experience in Finance and InvestmentsExcellent interpersonal and communication skillsStrong analytical and problem-solving abilitiesRE5 requiredCertified Financial Planner (CFP) designation or similar certification is a plusProven track record of successful client relationships