Certified Financial Planner (Johannesburg)

  • Permanent
  • Ref #397359BDU
  • Posted 3 weeks ago
  • Johannesburg North, Gauteng, South Africa, Africa
  • Finance
Employer Description

Financial Planner in Johannesburg

Job Description

Our client is looking for seasoned and experienced CFP to join their team in JHB.

Duties include

  • Generate your own leads in the business owners and professionals market in Johannesburg and Pretoria, but can have clients nationally if you already have clients in other provinces
  • Follow the 6-step financial planning process with clients
  • Advice clients on financial planning, retirement planning, life insurance and investment and any associated products and services
  • Conduct Discovery meeting, Recommendations meeting, Implementation meeting and Progress meeting with clients
  • Compile and update financial plans for clients
  • Work and delegate tasks to administrators
  • Prepare quotations as necessary
  • Conclude business with clients
  • Ensure annual reviews are conducted
  • Write a quarterly article for personal finance newsletters
  • Handle ongoing client queries
  • Maintain and uphold CPD  and compliance
  • Escalate unresolved, difficult matters with life insurance companies, investment companies or ombudsman
  • Attend major product provider workshops, launches and webinars
  • Contribute and shape the strategy and operations of the company

Characteristics –

  • Passion for helping business owners or professionals
  • Target driven
  • Self-starter
  • Flexible working hours, not office bound

Qualifications

  • Certified Financial Planner (Requirement)
   

Skills

  • Own car and Valid driver's license
  • 5 + year’s experience as financial planner/ investment specialist / wealth manager (Requirement)
  • Proven track record of business development and client satisfaction
  • Proven experience with an industry standard financial planning tool
  • Proven experience with a industry standard CRM system

Salary / Package

Commission based (R30,000 salary on loan account for first 3 months to be paid back over 8 months)