On-site Financial Planner — Wealth & Retirement Strategy

Discovery Limited; Johannesburg; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking a Financial Planner to support clients in achieving their financial goals. You will develop tailored strategies, provide investment guidance, and maintain long-term relationships with clients. The role requires a Bachelor's degree in Finance or Economics, and familiarity with financial products. Ideal candidates will possess strong analytical and communication skills, making a meaningful impact in clients' lives.

Qualifications

• Experience in financial planning or a similar role is preferred.
• Ability to assess client financial goals and develop strategies.
• Understanding of market trends and financial products.

Responsibilities

• Analyze financial information and prepare comprehensive financial plans.
• Provide expert guidance on investments, insurance, and retirement planning.
• Maintain long-term client relationships and conduct periodic reviews.

Skills

Financial Planning

Client Relationship Management

Analytical Skills

Knowledge of Insurance Products

Excellent Communication Skills

Team Collaboration

Education

Bachelor's degree in Finance, Economics, or a related field

Certified Financial Planner (CFP) designation

Job description

A leading financial services firm in Johannesburg is seeking a Financial Planner to support clients in achieving their financial goals. You will develop tailored strategies, provide investment guidance, and maintain long-term relationships with clients. The role requires a Bachelor's degree in Finance or Economics, and familiarity with financial products. Ideal candidates will possess strong analytical and communication skills, making a meaningful impact in clients' lives.