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FINANCIAL PLANNER

Employer
Afro Miaki Group PTY
Location
Umhlanga Rocks Umhlanga, KwaZulu-Natal eThekwini, South Africa
Salary
Competitive
Closing date
Jun 4, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
  • Responsible for identifying new business.
  • Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
  • Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
  • Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
  • Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
  • Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
  • Face to face meetings and brand awareness with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.


Qualifications

  • Bcom degree, Financial Planning, Investments, Wealth Management
  • Minimum requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable) CFP candidates preferred

Experience

  • Minimum of 3 -5 years experience (preferably in sales)
  • Valid drivers license and own vehicle (Non-negotiable)

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