At a Glance
- Tasks: Join a dynamic team to advise clients on investments and financial planning.
- Company: Reputable financial firm in Newlands, Cape Town with a professional atmosphere.
- Benefits: Competitive salary, ongoing training, and opportunities for career advancement.
- Other info: Engaging work environment with a focus on continuous learning and compliance.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: 3+ years as a financial planner, fluent in English and Afrikaans, relevant degree preferred.
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 Uber Recruiter T/A The Recruitment Council
The Uber Recruiter T/A The Recruitment Council offers a supportive work culture that emphasizes teamwork and continuous learning. Employees benefit from a structured environment with opportunities for personal development and client interaction. The company provides a steady stream of prospective clients, allowing financial professionals to grow their client base effectively.
Contact Details:
The Uber Recruiter T/A The Recruitment Council Recruitment Team
