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Durban: Financial Planner posted by Hire Resolve

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Job Description

About the Role

Join our client’s team as a Financial Planner, where you’ll be instrumental in helping clients navigate their financial landscape. In this role, you will assess clients’ financial situations, understand their long-term goals, and create tailored financial strategies that align with their unique needs.

Key Responsibilities

  • Work directly with clients to analyze their financial data
  • Offer advice on investments, retirement planning, and risk management
  • Monitor and adjust financial plans to ensure clients remain on track to meet their goals

Requirements

  • Bachelor’s degree in Finance, Accounting, Business, or equivalent; advanced degrees are a plus.
  • Proven experience as a Financial Planner or similar role, with a minimum of 3-5 years in the industry.
  • Certified Financial Planner (CFP) is preferred.
  • Strong understanding of financial planning concepts, investment management, and risk assessment.
  • Excellent communication and interpersonal skills for effective client interactions.
  • Ability to analyze complex financial data and present findings clearly.
  • Proficiency with financial planning software and tools.
  • High attention to detail and strong organizational skills.
  • Commitment to integrity and ethical practices in financial advising.

Qualifications

No formal education or certifications are required.

Salary & Benefits

Competitive salary, Training and Development

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Kwazulu-Natal

In Kwazulu-Natal, South Africa, the finance and accounting profession is a vital component of various industries, contributing to the country’s economic growth and stability. Typically, job seekers in this field can expect to find opportunities across a range of sectors, including financial services, technology, manufacturing, and more.

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Generally speaking, salaries for finance and accounting professionals in Kwazulu-Natal vary widely depending on factors such as level of experience, company size, industry sector, and specific role requirements. Typically, junior positions in this field may command salary ranges between R400 000 to R700 000 per annum, while senior roles can fetch salaries between R1 million to R3 million per annum or more. However, it’s essential to note that these are broad estimates and actual salaries can vary significantly based on individual circumstances.

Common skills for finance and accounting professionals in Kwazulu-Natal include proficiency in financial software such as SAP, Oracle, or Microsoft Dynamics, as well as strong analytical and problem-solving skills. Typically, candidates with a degree in finance, accounting, or related fields, as well as certifications like the CFA or CA (South Africa) designation, are highly sought after. Other essential skills often include excellent communication and leadership abilities, as well as the capacity to adapt to changing business environments.

Various industries commonly employ finance and accounting professionals, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector is particularly prominent in Kwazulu-Natal, with many banks, insurance companies, and other financial institutions operating in the province. Technology companies are also increasingly looking for skilled finance professionals to manage their finances and operations.

Career development opportunities for finance and accounting professionals in Kwazulu-Natal are numerous. Typically, senior roles may involve managing teams of junior accountants or financial analysts, while more experienced professionals can move into leadership positions such as Chief Financial Officer (CFO) or Director of Finance. Others may choose to specialize in areas like forensic accounting, tax consulting, or risk management, offering a range of career progression paths and opportunities for advancement.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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