- KwaZulu-Natal
- Salary: R33 333.00 - R50 000.00 Per Month
- Job Type: Permanent
- Sectors: FMCG Finance
- Reference: 91073
Vacancy Details
Employer: Hire Resolve
Hire Resolve is currently seeking a Financial Planner to join our client's team , working at a mill in the KZN Midlands. .
As a Financial Planner, you will be responsible for providing comprehensive financial planning services to clients in the KZN Midlands region. You will work closely with clients to assess their financial needs, develop customized financial plans, and implement strategies to help them achieve their goals. Your role will involve analyzing financial data, providing investment advice, and ensuring compliance with regulatory requirements.
Responsibilities:
- Meet with clients to assess their financial goals, risk tolerance, and investment preferences.
- Collect and analyze financial data to develop customized financial plans.
- Recommend investment strategies, taking into account clients' financial goals and market conditions.
- Implement financial plans by assisting clients with investment transactions.
- Monitor clients' investment portfolios and make adjustments as needed.
- Provide ongoing financial advice and guidance to clients.
- Stay current with industry trends, market conditions, and regulatory changes.
- Ensure compliance with all relevant laws, regulations, and company policies.
- Build and maintain strong relationships with clients, acting as their trusted advisor.
- Keep accurate records of client interactions and transactions.
- Proven experience as a Financial Planner or in a similar role.
- 3 Years Management Accounting Experience
- Bachelor's degree in Finance, Business, or a related field.
- Certified Financial Planner (CFP) certification preferred.
- Strong knowledge of financial planning principles, investment products, and tax strategies.
- Familiarity with relevant laws, regulations, and industry best practices.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to build and maintain client relationships.
- Proficiency in financial planning software and tools.
- Attention to detail and high level of accuracy.
- Ability to work independently and as part of a team.
- Professional ethics and integrity.
- Experience in the financial services industry in the KZN Midlands region is a plus.
- salary negotiable
Contact Hire Resolve for your next career-changing move.
- Salary: negotiable.
- Our client is offering a highly competitive salary for this role based on experience.
- Apply for this role today, contact Candice Aucamp at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV: financialcareers@hireresolve.za.com
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.
2 people have applied for this job. 112 people have viewed this job.
About Hire Resolve
Hire Resolve removes the stress of the career search by
understanding you as an individual. We take more than just your qualifications
into account, considering factors like your salary and benefits expectations as
well as your preferred workplace culture to ensure that we find the perfect
opportunities to meet your unique needs.
As a specialist recruitment agency, we focus on the
Engineering, Finance, IT, Mining, Manufacturing, and Logistics industries. Our
team of recruitment consultants is well-versed and highly networked in the
industries in which they operate and are dedicated to ensuring that every
placement is a perfect fit.
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