Certified Financial Planner in Western Cape | Other Finance/Accounting | Job Mail
CERTIFIED FINANCIAL PLANNER, DURBANVILLE
YOU ARE IN DEMAND!!! This established national concern based in Durbanville needs you TODAY to join their team as Certified Financial Planner!
EMPLOYMENT TYPE: PERMANENT
START DATE: TBC
Assist clients with estate planning by reviewing and or drafting wills and making recommendations, through a FNA, to make provisions with life cover for estate costs at death and minimizing the risk of taxation and other unforeseen events. This includes recommendations for trust owned policies, income protection and dreaded disease.
APPLICANTS MUST HAVE:
BCom Degree/ BCom Economics/ BCom Finance / LLB
Post Graduate Diploma in Financial Planning must be completed
BCom Honours Degree
Advanced Post Graduate Diploma in Financial Planning (Estate Planning) advantageous
Minimum 5 – 8 years’ financial planning / property experience
At least 5 years sales experience
Consulting with clients
Sales & marketing skills to promote service offering
Financial planning experience and skills
Investment knowledge of different asset classes
Dealing with high net worth clients
Life cover policies
Updating of Wills
Working with Chartered Accountants and Trust Attorneys
Communication & interpersonal skills
English and Afrikaans
Confident / assertive
Excel advanced skills
Building & maintaining long term relationships
Work under pressure
Honesty and integrity
Apply at www.statusstaffing.com.
Please note we are working remotely during the national shutdown and suitable candidates will be contacted for telephonic interviews.
If you’ve not heard back from us within 10 working days, please consider your application as unsuccessful for this role. We will retain your credentials for future similar roles.
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