Financial Planner — Estate, Tax & Retirement Guidance

Ubuntu Capital; Midrand; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Gauteng is seeking a Financial Planner to join their team. The ideal candidate will possess a RE5 qualification, have a tertiary education such as a B.Comm, and preferably advanced financial planning certifications like CFP. Responsibilities include providing estate planning advice and maintaining strong client relationships. Candidates must demonstrate proven sales abilities, possess their own vehicle and smartphone, and be proactive in their approach to client service.

Qualifications

• Minimum one year’s financial planning experience.
• Good understanding of the Financial Services industry.
• Ability to provide Estate Planning advice.

Skills

Strong work ethic

Excellent verbal and written communication skills

Excellent and proven selling ability

Strong client service orientation

Proactive – use initiative

Education

Passed or currently studying for RE5

Tertiary qualification such as a B.Comm

Advanced Financial Planning qualifications (e.g., CFP)

Tools

CRM systems

Job description

A financial services firm in Gauteng is seeking a Financial Planner to join their team. The ideal candidate will possess a RE5 qualification, have a tertiary education such as a B.Comm, and preferably advanced financial planning certifications like CFP. Responsibilities include providing estate planning advice and maintaining strong client relationships. Candidates must demonstrate proven sales abilities, possess their own vehicle and smartphone, and be proactive in their approach to client service.