Salaried Financial Planner

Fouche & Co Pty Ltd; Johannesburg; On-site; Full time

Job summary

An established industry player in financial services is seeking dynamic financial planners to join their team. This exciting opportunity offers a competitive salary along with a lucrative commission structure, ideal for those looking to build a successful career in financial planning. You'll work closely with clients to provide tailored financial advice, develop comprehensive financial plans, and stay informed about market trends. If you are passionate about helping clients achieve their financial goals and have a strong background in finance, this role is perfect for you.

Qualifications

• Minimum 3 years in a financial planning role with excellent communication skills.
• Experience working with high net worth clients and a strong command of financial products.

Responsibilities

• Provide professional financial advice and develop comprehensive financial plans.
• Prospect new clients and maintain ongoing communication with existing clients.

Skills

Financial Planning

Client Relationship Management

Investment Strategies

Risk Management

Communication Skills

Market Trend Analysis

Education

Matric with Tertiary Education in Finance

NQF5: Wealth Management / Bcom

RE5 Certification

Tools

Microsoft Excel

Job description

Insurance and Wealth Creation Professionals t/a IWCP

Reference: DBN-JC-1

Location: Bedfordview, Gauteng

Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage.

With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success!

Duties & Responsibilities

As an independent Financial Brokerage, our client provides exceptional and unique services to professionals within the market. Their success has been built on the relationships and professional service it has provided to its clients for over 30 years.

1. Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
2. Prospect and obtain new clients in the market to add to its already extensive book.
3. Provide financial products and services in a professional manner, building rapport and confidence in the clients.
4. Work with various FSPs and internal departments and communicate effectively and efficiently in resolving concerns or queries.
5. Maintain ongoing communication with clients.
6. Develop comprehensive financial plans tailored to individual clients.
7. Provide advice on investment strategies, retirement planning, estate planning, and tax optimization.
8. Stay informed about market trends and economic developments.
9. Assess clients' risk tolerance and recommend appropriate risk management strategies.
10. Provide advice on Investment and Risk Products.
11. Identify opportunities for cross-selling and upselling financial services.
12. Network with professionals, attend industry events, and participate in marketing initiatives.
13. Ensure compliance with industry regulations and ethical standards.
14. Maintain accurate records and documentation.
15. Stay updated on changes in financial laws and regulations.
16. Prepare regular reports for management and clients.

Requirements

Minimum Matric with Tertiary Education in Finance related field - Non-Negotiable!

NQF5: Wealth Management / Bcom) RE5 - Non-Negotiable.

Relevant Class of Business's in place. Fit and Proper.

Minimum 3 Years in Financial Planning Role.

Excellent command of Microsoft Excel or related software.

Experience in working with Professionals and High Net Worth clients.

Previous Book not a requirement.

Drivers License and Own Vehicle - Non-negotiable.

Remuneration

R15 - R20 (Experience dependent). Lucrative Commission Structure.

• Please note, only shortlisted candidates will be contacted.