Job Summary
Job Title: Financial PlannerLocation: PE
Company: Financial Services
Job Type: Full-time
We are seeking a highly motivated and skilled Financial Planner to join our client's team. The ideal candidate will be responsible for providing financial guidance and advice to clients in order to help them achieve their financial goals and objectives.
Responsibilities:
- Conducting in-depth financial analysis and creating personalized financial plans for clients
- Providing recommendations on investment opportunities and strategies
- Monitoring and adjusting financial plans based on changes in client’s financial situation or goals
- Assisting clients in developing a comprehensive understanding of their financial situation and options
- Educating clients on financial planning principles and strategies
- Building and maintaining relationships with clients to ensure long-term satisfaction and successful financial outcomes
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or related field
- Certified Financial Planner (CFP) designation preferred
- Minimum of 3 years of experience in financial planning or related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Knowledge of financial planning software and tools
- Own client books
- Ability to work on commission-based structure
If you are a passionate and driven individual with a strong background in financial planning, we encourage you to apply for this position. Join our team and help clients achieve their financial goals.
About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.
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