Financial Planner

Lonfin Wealth Bluestar Financial Advisory Services-Authorised by Sanlam; Umhlanga Rocks; Hybrid; ZAR 240,000 - 300,000; Full time

Job summary

Lonfin Wealth Bluestar Financial Advisory Services-Authorised by Sanlam is seeking a Financial Planner in Umhlanga to develop comprehensive financial plans and provide guidance on personal financial planning, retirement planning, and investments.

The role is a full-time hybrid position with some work-from-home flexibility and requires meeting clients, analyzing financials, and recommending suitable products.

Qualifications

• Experience in Financial Planning and Personal Financial Planning.
• CFP designation is advantageous but not required.
• Knowledge of finance and retirement planning.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Experience in the insurance industry is a must.

Responsibilities

• Meet with clients to develop comprehensive financial plans.
• Advise on personal financial planning, retirement planning, and investments.
• Analyze financial information and create tailored plans.
• Stay updated with current financial regulations and market trends.

Skills

Financial Planning

Personal Financial Planning

Analytical skills

Interpersonal communication

Team work

Education

Certified Financial Planner designation (advantageous)

Job description

At Lonfin Wealth, we understand that life is full of uncertainties, and safeguarding your future is paramount. We offer a comprehensive range of insurance products, ensuring peace of mind and protection against life's unexpected twists and turns. Our product offerings include Retirement Annuity, Preservation Fund, Provident Fund, Life Annuity, Endowment, Fixed Return Investment, Linked Investment, Unit Trust, Employee Benefits, Short Term Insurance, Business Assurance and Risk Mitigation, Wills and Trusts, and Sanlam Health Solutions. We are dedicated to providing expert advice and helping you choose the right insurance coverage to suit your needs.

Role Description

This is a full-time hybrid role for a Financial Planner, located in Umhlanga with some work-from-home flexibility. The Financial Planner will be responsible for developing comprehensive financial plans, providing advice on personal financial planning, retirement planning, and investment strategies. Daily tasks include meeting with clients, analyzing financial information, creating tailored financial plans, and recommending suitable financial products. The role also involves staying updated with current financial regulations and market trends.

Qualifications/Requirements

• Experience in Financial Planning and Personal Financial Planning
• Certified Financial Planner designation (advantageous but not necessary)
• Knowledge of Finance and Retirement Planning
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Experience in the insurance industry is a must