About the position
Passionate about financial planning and investments? Want to service clients instead of hunting for clients? Here's the opportunity you've been waiting for. Is this you? You've gained experience as a Financial Planner with a focus on investments but you don't enjoy the cold calling/selling and would much rather focus on managing relationships and servicing clients, here's your chance to do what you really love and you'll get paid a salary instead of that unstable commission. What you'll be doing (and why you'll enjoy it) You will focus on servicing and managing client relationships which includes the annual reviews with clients where you will get to restructure portfolios and process changes, transfers, and withdrawals. You will service the company's clients so there will be no expectation for you to build your own client base. Where you'll be doing it You'll be joining an innovative, independent firm that provides customized financial planning services to retirement funds and their members. They are based inTygervalley, Cape Town, have been going for over 7 years, and have experienced phenomenal growth across the country. You'll be working at a one-of-a-kind company, they are small enough to make quick decisions and make you feel connected while being innovative which has resulted in them having a solid national footprint. What you'll need You need tobe a qualified CFP (or working towards your CFP) with at least 2 years experience as a Financial Planner with extensive exposure to investments. You need to be able to work independently while having the drive and commitment to be self-managed. You need to be based in Cape Town and have your own transport to go see clients. Due to the clients you will be managing, you need to be fluent in English and Afrikaans. What you'll get You'll finally get to focus on what you love most, looking after clients and not finding clients. You will be offered a basic salary with an annual incentive, you will not be chasing commission. They will give you all the training and support you need and you will be backed by a brand that will set you apart. You will also be mentored by the best in the industry and work with some great, down-to-earth colleagues. How to apply For a confidential discussion please contact Claudette Du Preez on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed] We appreciate that your CV might not be fully up to date. No problem just send us what you have. We do respond to everyone! Just give us a few days to work through your application. Please note: This position is for 2025. While our team is currently on a well-deserved break over the holiday season, we will review all applications as soon as we return. Rest assured, we'll get back to you promptly once operations resume. Thank you for your patience and understanding, and we wish you a joyful festive season!
Desired Skills:
- Good communication skills
Desired Work Experience:
- 2 to 5 years
