Job Description
SUMMARY:
Helping clients navigate complex financial landscapes and make informed financial decisions.
POSITION INFO:
A well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: A financial qualification is essential (e.g. B Com finance , accounting , investment management) A Post Graduate diploma in Financial Planning CFP® designation is essential. Experience required: Minimum of 3 years relevant experience Proficient on Microsoft Windows (advanced level in Excel) Building financial models in Excel Estate Planning tax and regulation. Duties: Responsibilities (Investment Planning) Consolidate and summarise all client assets (policies, investments & properties)Make necessary projections Highlight different tax implications Prepare the necessary cash flows to ensure sustainability of income Identify the appropriate investment vehicle and structure Identify the client's ca...
Apply for This Position
Ready to take the next step? Click the button below to submit your application.
Submit Application