Job Description

The key purpose of the Financial Planner is to provide holistic financial planning and advice to clients, in line with their goals and aspirations. The financial planner will be required to source clients, exercise their duties within an advice framework, build an internal and external network and grow the customer base.

Requirements

• Relevant National Certificate/ Advanced Diploma/ BTech Degree/ Bachelors Degree with preference given BCom Accounting/ Marketing/ Business Management/ Finance/ Risk Management.
• Post Graduate Diploma in Financial Planning (CFP) or MBA will serve as recommendation.
• Regulatory Examination for Representatives (RE5).
• 2 – 3 Year’s proven experience as Financial Planner.

Duties and Responsibilities

• Conduct thorough financial analyses of clients' current financial situations, including income, expenses, assets, liabilities, and investment portfolios.
• Develop personalized financial plans based on clients' goals, risk tolerance, and timelines.
• Provide expert advice on investment strategies, asset allocation, retirement planning, tax optimization, and estate planning.
• Regularly monitor clients' financial plans and investment portfolios to ensure they remain on track towards meeting their financial goals.
• Educate clients on financial management principles, investment options, and the potential risks involved.
• Identify areas where clients can improve their financial situation and provide recommendations for maximizing their financial returns.
• Stay up-to-date with changing financial regulations, tax laws, and investment products to ensure compliance and provide accurate advice.
• Maintain client records and documentation accurately and confidentially.
• Build and maintain strong client relationships through exceptional customer service and regular communication.

Skills

• Continuous learning mindset.
• Excellent communication and administrative skills.
• Professional attitude and appearance.
• Ability to be resourceful and proactive when issues arise.
• Multitasking and time-management skills, with the ability to prioritize tasks.
• Accuracy and attention to detail.
• Good reporting skills.
• Customer focus.
• Well organized.

Other Information

• The company can expire jobs at any time at their own discretion.
• VKB Group and/or its subsidiary companies will use any personal data collected through the job opportunities section of this website for recruitment purposes only and, should your application be successful, for purposes connected with your employment.
• VKB Group is an equal opportunity employer. VKB Group’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process aligned to VKB Group’s Employment Equity & Transformation Strategy. VKB Group actively supports the recruitment of People with Disabilities
• Things to take note of when applying through our Career Portal.
• Use Google Chrome when accessing the portal
• Clear copy of your CV in either PDF or Word
• The CV should not have handwriting on the document
• NB! Only Submit your CV on the Upload CV section of the application form and not a PDF that includes other documents such as ID, Driver’s License and other documents. The application form will make provision for the candidate to upload supporting documents.
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