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Class of Business Financial Planner (Investment & Retirement Planning)

Employer
InspHired Recruitment Solutions
Location
South Africa City of Johannesburg Metropolitan Municipality ZA, South Africa
Salary
Competitive
Closing date
Aug 20, 2024
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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Introduction
Our client in the Financial service industry is currently looking for an Experienced Financial Planner based in Johannesburg.
Duties & Responsibilities
  • Responsible for providing personalized financial consulting and guidance to clients.
  • Analyze their financial situations, develop comprehensive financial plans, and provide recommendations for achieving their financial goals.
  • Transferable Risk or Investment (AUM) books will be facilitated.
Desired Experience & Qualification
Qualifications and Experience
  • Class of Business for the following: Financial Planning, Investment, and Retirement Planning skills
  • Certified Financial Planner designation (advantageous)
  • No restraint of trade (must have own books)
  • Passed R.E 5
  • 120 FAIS Credits
  • Minimum 3 years Financial Advisory experience
  • Bachelor's degree in Finance, Accounting, or a related field (advantageous)
  • Diploma in Financial Planning
  • A strong Network
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Attention to detail and ability to work with complex financial data
  • A strong network
Package & Remuneration
Remuneration:
  • R20 000 - 25 000, plus Commission

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