Certified Financial Planner

CERTIFIED FINANCIAL PLANNER, DURBANVILLE

YOU ARE IN DEMAND!!! This established national concern based in Durbanville needs you TODAY to join their team as Certified Financial Planner!

EMPLOYMENT TYPE: PERMANENT

SECTOR: Property

START DATE: TBC

DUTIES:

Assist clients with estate planning by reviewing and or drafting wills and making recommendations, through a FNA, to make provisions with life cover for estate costs at death and minimizing the risk of taxation and other unforeseen events. This includes recommendations for trust owned policies, income protection and dreaded disease.

APPLICANTS MUST HAVE:

BCom Degree/ BCom Economics/ BCom Finance / LLB

Post Graduate Diploma in Financial Planning must be completed

BCom Honours Degree

Advanced Post Graduate Diploma in Financial Planning (Estate Planning) advantageous

Minimum 5 – 8 years’ financial planning / property experience

At least 5 years sales experience

Consulting with clients

Sales & marketing skills to promote service offering

Financial planning experience and skills

Investment knowledge of different asset classes

Dealing with high net worth clients

Life cover policies

Estate Planning

Updating of Wills

Working with Chartered Accountants and Trust Attorneys

Other Requirements:

Communication & interpersonal skills

English and Afrikaans

Confident / assertive

Excel advanced skills

Well-presented

Building & maintaining long term relationships

Own transport

Well organized

Administration skills

Telephone skills

Sales skills

Positive attitude

Business sense

Work under pressure

Computer literate

Honesty and integrity

Interested?  Apply at www.statusstaffing.com or e-mail [email protected] .

If you’ve not heard back from us within 10 working days, please consider your application as unsuccessful for this role. We will retain your credentials for future similar roles.


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