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Financial Planner – EE/AA Candidates Only – Durban, KwaZulu-Natal

Financial Planner – EE/AA Candidates Only – Durban, KwaZulu-Natal

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Financial Planner – EE/AA Candidates Only – Durban, KwaZulu-Natal

Our client who is a leader in Financial Services seeks to employ a Financial Planner to provide financial planning and investment advice to an existing client base, i.e. to identify clients’ investment and lifestyle needs and objectives and provide the most appropriate investment vehicle/portfolio for them, whilst identifying potential new business opportunities that include both life assurance and investments.

Technical/Investment knowledge.

Good understanding of the Financial Services industry – corporate and individual client
Good understanding of investments, investment vehicles and retirement funds
Good understanding of the tax implications of the various investment options available to clients
Linked products: Preservation Funds, Retirement Annuities, Annuities
Voluntary products (savings vehicles)
Endowments
Unit Trusts/Multi Manager Funds
International investments
Retirement Funds
Life/Risk Products
QUALIFICATIONS:

Matric
Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments)
CFP licensee (member of the FPI) or studying towards Post Grad Diploma in Financial Planning
At least 2 years relevant experience
Education:

Tertiary qualification, i.e. BCom (majors in Financial Management or Financial Planning or Investments)

Job Type: Full-time

Salary: R16,500.00 to R21,900.00 /month

Experience:

Investment Planning: 1 year (Required)
Life Insurance: 1 year (Required)
Financial Planning: 2 years (Required)
Education:

Primary (Preferred)
Location:

Durban, KwaZulu-Natal (Required)
Licence:

Drivers (Preferred)
CFP (Preferred)