Finacial Planner - Newlands

Newlands, Western Cape

Posted today

Company:: Code Red Recruitment
Company Description:: Specialists in IT, Telecoms, Sales and Finance 1. Sales staff with office automation/telecoms experience and we only deal with candidates that have a proven sales track record and product knowledge 2. IT candidates - Software Development, Coding (C#/.Net, Java/J2EE, PHP and Python), mobile and hardware 3. Telecoms - voice and data specialists, project managers and business analysts "Being on par in terms of price and quality only gets you into the game. Service wins the game." ~ Tony Allesandra “You have got to find what you love. Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. The only way to do great work is to love what you do. If you haven't found it yet, keep looking. Don't settle.”~ Steve Jobs
Contract Type:: Full Time
Experience Required:: 3 to 4 years
Education Level:: Bachelor
Number of vacancies:: 1

Job Description

My client is currently looking for a Financial Planning professional to join their growing team of Client Portfolio Managers. The role is ideal for a financial professional with 3-7 years’ working experience in the area of financial planning and investment advice. Experience in onboarding and servicing investment clients with different investment vehicles is essential. A book of existing clients and daily new prospective client leads will be provided.

Competencies Required:

The suitable candidate MUST possess:

Minimum 3 years working experience as a financial planner
Be fluent (speech and writing) in English and Afrikaans
Relevant degree (Bcom/BusSci/Hons preferable)
Must have passed the RE5 regulatory exam
Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred
Proficiency in MS Office including Word, Excel and Powerpoint
Excellent written and verbal communication skills
Have the ability to manage time effectively
Have an aptitude for continued learning

Duties & Responsibilities:

The successful candidate will need to:

Work as part of a professional team in our office in Newlands
Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
Follow an established onboarding process to bring on new clients
Advise existing and prospective clients on their investment portfolios
Advise clients on offshore investing
Assist clients with tax planning, estate planning and wills
Prepare and conduct investment reviews for clients
Continuously learn about markets, tax regulations and different investment vehicles
Handle client queries
Keep records of new and existing clients
Monitor FICA compliance
Package & Remuneration:

The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects.