Financial Planner

Investonline; Cape Town; Presencial; ZAR 600 000 - 900 000; Tempo integral

Resumo da oferta

Investonline is looking for a financial planning professional to join their growing team of Financial Planners. The role is ideal for a financial professional with 3-5 years’ working experience in the area of financial planning and investment advice.

Experience in onboarding and servicing investment clients with different investment vehicles is essential. Based in our Newlands office, you will meet with prospective clients (virtually or in person), follow an onboarding process, advise on

Qualificações

• Minimum 3 years working experience as a financial planner.
• Fluent in English and Afrikaans (spoken and written).
• Passed RE5 regulatory exam.
• CFP qualification preferred or current study toward CFP.
• Proficient in MS Word, Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Strong time management abilities.

Responsabilidades

• Meet with prospective clients (virtual via Zoom/Teams or in person).
• Follow onboarding process to bring on new clients.
• Advise clients on investment portfolios and offshore investing.
• Assist clients with tax planning, estate planning and wills.
• Prepare and conduct investment reviews for clients.
• Maintain client records and ensure FICA compliance.
• Keep up-to-date on markets and regulations.

Conhecimentos

Communication skills

MS Office

Afrikaans

English

RE5

Formação académica

CFP® qualification (preferred)

Descrição da oferta de emprego

Investonline is looking for a financial planning professional to join their growing team of Financial Planners.The role is ideal for a financial professional with 3-5 years’ working experience in the area of financial planning and investment advice. Experience in onboarding and servicing investment clients with different investment vehicles is essential.

Investonline Background

Investonline is a successful Independent Financial Advisory specialising in local and offshore investments and financial planning. We are proud of our culture that supports a productive environment of teamwork, continuous learning and personal development.

Duties & Responsibilities

The successful candidate will need to:

• Work as part of a professional team in our office in Newlands
• Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
• Follow an established onboarding process to bring on new clients
• Advise existing and prospective clients on their investment portfolios
• Advise clients on offshore investing
• Assist clients with tax planning, estate planning and wills
• Prepare and conduct investment reviews for clients
• Continuously learn about markets, tax regulations and different investment vehicles
• Keep records of new and existing clients
• Monitor FICA compliance
• Minimum 3 years working experience as a financial planner
• Be fluent (speech and writing) in English and Afrikaans
• Must have passed the RE5 regulatory exam
• Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred
• Proficiency in MS Office including Word, Excel and Powerpoint
• Excellent written and verbal communication skills
• Have the ability to manage time effectively