At a Glance
- Tasks: Join a dynamic team to advise clients on investments and financial planning.
- Company: Reputable financial firm located in Newlands, Cape Town.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for continuous learning and career advancement in finance.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: 3+ years as a financial planner with relevant degree and regulatory qualifications.
The predicted salary is between 63000 - 77000 $ per year.
Key Responsibilities
Work as part of a professional team based in the Newlands office.
Meet with prospective clients virtually via Zoom/Teams or in-person at the office.
Follow an established onboarding process to successfully integrate new clients.
Advise both existing and prospective clients on their investment portfolios, including offshore investing.
Assist clients with tax planning, estate planning, and wills.
Prepare and conduct regular investment reviews for clients.
Handle ongoing client queries and keep accurate records of new and existing clients.
Monitor and ensure strict FICA compliance.
Continuously learn about financial markets, tax regulations, and different investment vehicles.
Requirements
A minimum of 3 years of working experience as a financial planner.
Proven experience in onboarding and servicing investment clients across different investment vehicles.
Fluency (both in speech and writing) in English and Afrikaans.
A relevant degree, with BCom, Bus Sci, or Honours preferred.
Successful completion of the RE5 regulatory exam.
Candidates with the Certified Financial Planner (CFP) qualification, or those currently studying towards it, will be given preference.
Proficiency in MS Office, including Word, Excel, and Power Point.
Excellent written and verbal communication skills.
Effective time management skills and a strong aptitude for continued learning.
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Financial Planner – Cape Town employer: The Recruitment Council
The Recruitment Council offers a dynamic and supportive work environment, emphasizing professional growth and teamwork. Employees benefit from a structured approach to client management and have opportunities to work with high-net-worth individuals, enhancing their skills in executive support and financial planning. The company fosters continuous learning and personal development, making it an attractive employer for professionals seeking to advance their careers.
