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

  ...