Durban: Financial Planner posted by Hire Resolve

March 26, 2026 Jobs in Durban

Hire Resolve

Kwazulu-Natal

Other Finance/Accounting

Job Description

Hire Resolve’s Client is seeking a dedicated and experienced Financial Planner to join their dynamic team.

As a Financial Planner, you will work closely with clients to understand their financial goals, analyse their current financial situation, and develop personalised financial plans to help them achieve their goals. You will provide comprehensive financial advice, including investment strategies, retirement planning, tax optimization, and risk management.

Responsibilities:

Meet with clients to assess their financial goals, needs, and risk tolerance.
Analyze financial information, such as income, expenses, assets, and liabilities, to develop personalized financial plans.
Provide recommendations on investment opportunities, retirement planning, tax strategies, and insurance coverage.
Monitor and review clients’ investment portfolios, making adjustments as needed.
Stay updated on market trends, economic indicators, and regulatory changes to provide accurate and up-to-date financial advice.
Build and maintain strong relationships with clients, acting as their trusted advisor in all financial matters.
Prepare and present financial plans and investment proposals to clients.
Collaborate with other financial professionals, such as tax experts and estate planners, to provide comprehensive financial solutions.
Ensure compliance with all relevant laws, regulations, and industry standards.
Stay updated on industry trends and best practices through continuous professional development.

Requirements:

Bachelor’s degree in Finance, Business, Economics, or related field.
Proven experience as a Financial Planner or similar role.
Minimum of 3-5 years of experience in financial planning, advisory, or a related role.
Strong knowledge of financial planning principles and strategies.
Certified Financial Planner (CFP) certification preferred.
Excellent analytical and problem-solving skills.
Ability to effectively communicate complex financial concepts to clients.
Strong interpersonal and relationship-building skills.
Proficiency in financial planning software and tools.
High level of accuracy and attention to detail.
Ability to work independently and as part of a team.
Understanding of relevant laws and regulations.
Professional ethics and integrity.
Minimum of 5+ years of experience in financial planning or a related field.
Experience in tax optimization, retirement planning, and investment management is highly desirable.

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Benefits:

Competitive salary
Training and Development
Please contact Kay-Leen Recruiter on LinkedIn for further inquiries

If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your CV to .za

We will contact you telephonically in 3 days should you be suitable for this vacancy.
If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

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.

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.

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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.

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

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