Location: George WC, or Cape Town WC

Company: Property Investor with over 30-40Mil in Property

Job Type: Full-time

Salary:

Commission Based

Job Description:

We are seeking a highly-skilled and experienced Certified Financial Planner to join our client`s team. The Certified Financial Planner will be responsible for providing comprehensive financial planning services to our clients, meet with investors, delegate funds, etc. This includes assessing our client`s current financial situation, identifying their financial goals, and developing personalized financial plans to help them achieve those goals.

Responsibilities:

– Conduct in-depth financial assessments for clients to determine their financial goals, risk tolerance, and investment preferences
– Develop comprehensive financial plans that address clients` needs and objectives
– Provide ongoing financial advice and guidance to clients to help them make informed decisions about their financial future
– Monitor and review clients` financial plans on a regular basis to ensure they remain aligned with their goals and objectives
– Stay up-to-date on industry trends and developments in financial planning to provide clients with the most relevant and timely advice
– Maintain strong relationships with clients to build trust and rapport and ensure their long-term satisfaction
– Collaborate with other members of the financial planning team to leverage expertise and provide comprehensive solutions to clients

Requirements:

– Certified Financial Planner (CFP) certification
– Bachelor`s degree in finance, accounting, economics, or related field
– Minimum of [Insert number] years of experience in financial planning
– Strong knowledge of financial planning principles, strategies, and products
– Excellent communication and interpersonal skills
– Ability to work independently and as part of a team
– Strong attention to detail and analytical skills
– Proficiency in financial planning software and tools
Bilingual (Afrikaans and English)

If you meet the above requirements and are looking for an exciting opportunity to work with a dynamic team of financial professionals, we want to hear from you. Please submit your resume and cover letter to Hire Resolve
Certified Financial Planner position available in Western Cape, Cape Town. This job position was posted by Hire Resolve. The job has been posted as a char8000 ad on 2025-02-01 at 00:10:25 in the Finance Accounting category