Overview
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: gustav.vogel@hireresolve.us 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.
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