Permanent Financial Planner

General Details
Location:
, DurbanvilleNorthern Suburbs
Advertised By: Agency
Job Type: Full-Time
Description
My client is searching for an energetic, passionate and dedicated Financial Planner to complement the current business in harnessing opportunities in the business, identify sales opportunities and manage key client relationships.

Financial Planner Job Responsibilities:



Provide financial planning and investment advisory services.


Research and present investment strategies.


Develop and execute retirement planning.


Implement risk management and tax planning strategies.


Coordinate estate planning.


Manage client relationships.


Identify and cultivate new clients.


Develop and grow a book of business.


Open, transfer, and manage client accounts.


Prepare documentation.


Identify financial process improvement.


Generate and process paper and electronic documents.



Financial Planner Qualifications/Skills:



Comprehensive knowledge of topics related to financial planning


In-depth understanding of the financial planning industry, including investment and insurance products and services


Self-starter with an entrepreneurial spirit


Results-oriented mindset


Exemplary written and verbal communication skills


Strong interpersonal aptitude


Ability to maintain confidentiality


Experience with financial planning software


Advanced Microsoft Excel skills



Education and Experience Requirements:



Bachelor’s degree in business or related field


CFP certification


1-2 years experience in the financial industry



Website:
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