Financial Planner

Trident Group; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services firm in Pretoria seeks a Financial Planner to assist clients in creating comprehensive financial plans. The role involves client consultations, developing tailored financial solutions, investment strategies, and ongoing education. Candidates must be bilingual in English and Afrikaans and hold a bachelor's degree. The position requires strong interpersonal skills and a reliable vehicle.

Qualifications

• Must be bilingual – English and Afrikaans.
• Have reliable vehicle and laptop.

Responsibilities

• Conduct in-depth consultations with clients to understand their financial goals.
• Create tailored financial solutions addressing wealth creation and debt management.
• Provide informed investment solutions for clients.
• Identify financial risks and propose management strategies.
• Design retirement planning strategies ensuring financial independence.
• Implement tax-efficient strategies to minimise liabilities.
• Assist with estate structuring and drafting wills.
• Offer financial solutions for business stability.
• Stay updated on financial market trends.

Skills

Interpersonal skills

Client relationship management

Sales experience

Competitive attitude

Ethical mindset

Education

Bachelor's degree (BCom, BA, LLB, or related degree)

Matric

Job description

Company Description

Trident Group is a South African financial services firm, equally owned by Kainos Group and Strategic Financial Services, and an Affiliate of Liberty.

We specialise in empowering financial planners to establish sustainable businesses through exceptional support, compliance frameworks, training, and strategic mentorship.

As a collaboration between two prominent Liberty franchises, Trident Group provides a world-class, growth-oriented environment.

Our mission is to develop high-performing, client-focused financial planners who create lasting positive impact for South Africans.

Role Description

This is a full-time, on-site role for a Financial Planner based in Centurion.

The Financial Planner will assist clients in developing comprehensive financial plans, providing tailored advice on personal financial planning, retirement planning, and investment strategies.

Responsibilities include analysing financial data, understanding client goals, and designing strategies to achieve financial success.

The role also involves ongoing communication with clients to monitor progress and adjust plans as necessary.

Responsibilities

Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.

Developing Financial Solutions: Create tailored financial solutions addressing wealth creation, debt management, and protection strategies.

Investments (Local and Offshore): Provide informed and strategic investment solutions, considering clients' risk tolerance, investment horizon, and financial objectives.

Risk Analysis: Identify and mitigate financial risks and propose risk management strategies, including insurance and diversification, to safeguard clients' financial security.

Retirement Planning: Design strategies to ensure financial independence during retirement.

Tax Strategies: Implement tax-efficient strategies to optimise client's financial situation and minimise tax liabilities.

Estate Planning: Assist with estate structuring and drafting wills to ensure seamless asset transfer.

Business Assurance: Offer financial solutions for business stability, including succession planning, risk management, and fringe benefits, and enhance profitability by creating a tailored framework for managing finances effectively.

Financial Markets & Personal Branding: Stay updated on financial market trends and create / maintain a professional personal brand.

Client Education: Simplify financial concepts to empower clients to make informed decisions.

Qualifications

Matric.

Bachelor's degree (BCom, BA, LLB, or related degree).

Must be bilingual – English and Afrikaans.

Own reliable vehicle and laptop.

Advantages

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.

Experience in sales / retail / business development jobs.