Senior Financial Planner & Wealth Strategy Advisor

Hr Options; Johannesburg; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A financial services company is seeking an Experienced Financial Planner to provide expert advice on financial products and investment strategies. The ideal candidate will hold a Bachelor's degree in a relevant field, have relevant certifications, and possess at least 5 years of experience. Responsibilities include client consultations, developing customized financial plans, and ensuring compliance with regulations.

Qualifications

• 5+ years of experience in financial planning or wealth management.
• Strong knowledge of investment vehicles and market trends.
• High ethical standards and commitment to confidentiality.

Responsibilities

• Conduct in-depth client interviews to assess financial needs.
• Develop and maintain strong, trust-based relationships.
• Analyze existing assets and provide guidance on investment opportunities.
• Ensure compliance with regulatory requirements.

Skills

Analytical skills

Client-focused mindset

Interpersonal and communication abilities

Problem-solving skills

Knowledge of financial products

Tax planning

Estate planning

Risk management

Education

Bachelor's degree in Finance, Economics, Accounting, Business Administration or related field

Certified Financial Planner (CFP) or equivalent

Chartered Financial Analyst (CFA) or equivalent

Tools

Financial planning software

CRM systems

MS Office Suite

Job description

A financial services company is seeking an Experienced Financial Planner to provide expert advice on financial products and investment strategies. The ideal candidate will hold a Bachelor's degree in a relevant field, have relevant certifications, and possess at least 5 years of experience. Responsibilities include client consultations, developing customized financial plans, and ensuring compliance with regulations.