Financial Planner

Overview

Build relationships with new and existing clients to understand their financial goals. Conduct a financial needs analysis and develop financial plans for clients. Conduct research on investment options, insurance policies, and other financial products.

Responsibilities

Build relationships with clients; perform financial needs analyses; develop and present financial plans; research and compare investment options and insurance products; assist clients in achieving their financial goals.

Qualifications

• 1 years’ experience in sales & client servicing (preferred)
• Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /
• Banking (or any related fields)
• Strong interpersonal and client relationship skills
• Self-motivated, ethical, and goal-oriented

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