Financial Planner Job Description Template
Our company is looking for a Financial Planner to join our team.
Responsibilities:
- Monitor financial market trends to ensure that plans are up-to-date, and that any necessary updates are implemented;
- Providing investment opportunities across a broad spectrum of regulated products;
- Meeting with clients one-on-one and in groups;
- Completing client risk analysis and determining the correct investment portfolios;
- Protect, secure and grow clients’ wealth by providing expert financial advice alongside industry professionals.
Requirements:
- Established book of clients will be beneficial;
- Entrepreneurial mind-set;
- Tertiary Qualifications Relevant tertiary qualification is essential;
- Experience with FNA software and computer literacy;
- Valid drivers license;
- Teachable;
- Professional;
- Experience Finance, financial planning or wealth management experience within financial services;
- Financial Planning Qualifications RE5 and CFP/PgDip in Financial Planning are essential;
- Fluent in Afrikaans and English;
- Own reliable transport;
- Personality Client centric and results driven;
- Effective planning, organising and time management skills;
- Tenacious;
- Clear credit record, with no criminal record.