Senior Financial Planner & Wealth Strategy Advisor

Hr Genie; Johannesburg; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A well known company within the financial sector is seeking an Experienced Financial Planner to develop customized financial plans and build strong client relationships. The ideal candidate should have a bachelor's degree in a relevant field and at least 5 years of experience in financial planning. Proficiency in financial planning software and strong analytical skills are essential for this role.

Qualifications

• Minimum of 5 years of experience in financial planning, wealth management or similar role.
• Strong knowledge of financial products, investment vehicles, and market trends.
• Demonstrated expertise in tax planning, estate planning, and risk management.

Responsibilities

• Conduct in-depth client interviews to assess financial needs and goals.
• Develop customized financial plans tailored to client objectives.
• Monitor market trends and adjust financial plans as needed.
• Uphold all legal and regulatory requirements including data privacy.

Skills

Financial products knowledge

Analytical skills

Interpersonal skills

Problem-solving skills

Communication abilities

Education

Bachelors degree in Finance, Economics, Accounting, Business Administration or related field

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Tools

Financial planning software

CRM systems

MS Office Suite

Job description

A well known company within the financial sector is seeking an Experienced Financial Planner to develop customized financial plans and build strong client relationships. The ideal candidate should have a bachelor's degree in a relevant field and at least 5 years of experience in financial planning. Proficiency in financial planning software and strong analytical skills are essential for this role.