Financial Planner

Kainos Group; Pretoria; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking passionate individuals to join their team in financial planning. This role involves conducting client consultations, developing tailored financial solutions, and providing strategic investment advice. With a focus on mentorship and professional growth, successful candidates will receive accredited training and support to excel in their careers. The company fosters a collaborative environment where innovation and personal development are prioritized. If you are driven, resilient, and eager to make a difference in clients' lives, this opportunity is perfect for you.

Qualifications

• Matric and a Bachelor’s degree required.
• Bilingual in English and Afrikaans is advantageous.

Responsibilities

• Conduct in-depth consultations with clients to understand their financial goals.
• Create customized financial plans based on clients' goals and situations.

Skills

Sales Experience

Customer Relations

Marketing

Business Development

Interpersonal Skills

Ethical Mindset

Education

Matric

Bachelor’s Degree (BCom, BA, LLB)

Tools

Laptop

Reliable Vehicle

Job description

About Kainos Group: Kainos is a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. Being one of the biggest Independent Franchises in South Africa, Kainos Wealth is committed to developing financial planners who are passionate about helping clients and businesses achieve their financial goals. With over 24 years of success in the industry, we continue to grow and empower our teams to reach new heights.At Kainos, our company culture is one of collaboration, inclusivity, and support. We believe in fostering a close-knit environment where individuals can thrive both personally and professionally. Our team operates like a family, celebrating achievements together and always pushing each other toward excellence. We value hard work, genuine care for clients, and a positive attitude, and we are passionate about building a workplace that inspires growth, innovation, and mutual respect.

Below is a basic description of your day-to-day duties, because each new employee has a different level of industry experience or qualification the below might not be the exact duties when you start and you might have to start within the ‘training -phase’ but all will be discussed if you are invited for an interview.

1. Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
2. Developing Financial Solutions: Create customized financial plans based on clients' goals and financial situations, incorporating investment strategies, retirement planning, and risk management.
3. Investments Local and Offshore: Provide informed and strategic investment advice, considering clients' risk tolerance, investment horizon, and financial objectives.
4. Insurance Planning: Assess clients' insurance needs and provide recommendations for life and health.
5. Retirement Planning: Assist clients in planning for retirement by developing strategies for savings, pension utilization, and other retirement income sources.
6. Tax Strategies & Estate Planning: Implement tax-efficient strategies to optimize client’s financial situation and minimize tax liabilities.
7. Marketing & Personal Branding: Stay updated on financial market trends, economic indicators, and investment products to provide timely and relevant advice.
8. Business Financial Structuring: Assist business owners in optimizing their financial resources, reduce risks, and enhance profitability by creating a tailored framework for managing finances effectively.
9. Client Education: Educate clients on financial concepts, investment options, and the importance of financial planning to empower them to make informed decisions.

Minimum requirements:

1. Matric.
2. Own reliable vehicle and laptop.
3. Bachelor’s degree (BCom, BA, LLB, or related degree)
4. Bilingual – English and Afrikaans (advantageous)

Desired Skills & Competencies:

·Experience in sales/key accounts/customer relations/marketing/business development.

·Good interpersonal skills and ability to build and maintain quality client relationships.

·Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit.

·Ethical mindset, strong value system, and team-orientated.

Accredited training will be provided for successful candidates and Kainos assists you in every step of the way to becoming a professional and expert in the field. We cater for individuals who have goals and visions beyond the norm. If you are passionate, driven and determined to grow and would like to be part of one of the biggest Independent Franchises in South Africa, we want to hear from you! Apply now.