Wealth/Financial Planner

Hire Resolve is currently partnering with several esteemed clients seeking experienced Wealth/Financial Planners to join their teams in South Africa. These roles are ideal for professionals who excel in providing personalized financial guidance, developing comprehensive wealth management solutions, and fostering long-term client relationships. If you have a strong background in financial planning, tax optimization, and investment strategies, along with a passion for helping clients reach their financial goals, we encourage you to apply!

Responsibilities

• Conduct client consultations to assess financial objectives, risk tolerance, and investment preferences.
• Analyze clients’ financial status, income projections, and other relevant financial details.
• Create customized financial plans covering wealth accumulation, risk management, retirement, tax optimization, and estate planning.
• Advise clients on investment, retirement, insurance, and other financial products suited to their needs.
• Utilize financial modeling to illustrate potential financial scenarios for clients.
• Provide ongoing management and advisory for investment portfolios, including asset allocation and risk management.
• Monitor market trends, economic indicators, and regulations to adjust portfolios as needed.
• Offer advice on a range of investment products, including local and offshore options.
• Maintain regular communication with clients to review and adjust financial plans as necessary.
• Build long-term relationships with clients to ensure satisfaction and loyalty.
• Collaborate with financial service professionals to deliver holistic wealth management.
• Ensure compliance with FAIS, FICA, and other South African financial regulations.
• Conduct thorough KYC and AML processes to mitigate financial risks.
• Document client interactions and financial plans accurately and maintain compliant records.
• Seek new clients through networking, referrals, seminars, and industry events.
• Stay updated on industry trends, financial products, and competitive strategies.
• Contribute to team goals and performance targets.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field.

• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst).
• 3-5 years of experience in financial planning, wealth management, or advisory roles.
• Proven expertise in portfolio management, tax planning, and retirement planning in South Africa.
• Registered as a Financial Services Provider (FSP) or Representative under FAIS.
• Strong knowledge of FICA and South African financial regulations.
• In-depth knowledge of investment products, financial markets, tax laws, and economic trends.
• Proficient in financial planning tools, software, and MS Office applications.
• Client-centric approach with strong interpersonal skills for understanding client needs.
• Ability to simplify complex financial concepts and establish client trust.
• Detail-oriented with analytical skills to assess financial information and create solutions.
• Strong problem-solving skills and adaptability to market changes.
• Excellent verbal and written communication skills for clear, effective client interaction.
• Skilled in presenting financial strategies and investment options to individuals and groups.
• High ethical standards, confidentiality, and adherence to compliance standards.
• Proficiency in English 

• Willingness to travel locally for client meetings, if required.
  

Benefits

• Salary: Negotiable

Contact Hire Resolve for your next career-changing move today

• Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
• You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]
• Please use “Wealth/Financial planner” as your subject line when applying via email

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.