Financial Planner - Investment & Offshore Strategy

Investonline; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication skills

MS Office

Afrikaans

English

RE5

Education

CFP® qualification (preferred)

Job description

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