Senior Financial Planner – Holistic Planning & Retirement

Talent recruitment specialists; Johannesburg; Vor Ort; ZAR 240.000 - 480.000; Vollzeit

Zusammenfassung

Talent Recruitment Specialists seeks a dedicated Financial Advisor to deliver holistic financial planning for clients in Johannesburg and surrounding regions. You will assess goals, risk tolerance, investments, and retirement needs, and develop tailored plans.

Day-to-day duties include client meetings, analyses, reports, staying compliant with regulations, and collaborating with internal teams to ensure high-quality service.

Qualifikationen

• Provides comprehensive financial planning including goals and risk assessment.
• Develops tailored financial plans and recommends holistic products and solutions.
• Maintains client records and stays up-to-date with financial regulations and market trends.

Aufgaben

• Provide comprehensive financial planning, including assessing financial goals and risk, investment and retirement needs.
• Develop tailored financial plans and recommend holistic risk, investment and retirement products.
• Conduct client meetings, analyse investment risk and retirement options, and prepare needs analyses and reports.
• Stay current with regulations and market trends, maintain accurate records, and collaborate with internal teams for client service quality.

Kenntnisse

Financial planning

Risk assessment

Investment advice

Retirement planning

Jobbeschreibung

Talent Recruitment Specialists seeks a dedicated Financial Advisor to deliver holistic financial planning for clients in Johannesburg and surrounding regions. You will assess goals, risk tolerance, investments, and retirement needs, and develop tailored plans.

Day-to-day duties include client meetings, analyses, reports, staying compliant with regulations, and collaborating with internal teams to ensure high-quality service.