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...